Castle Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Castle Wealth Management LLC
- $189 Million
- Q3 2024
A detailed history of Castle Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Castle Wealth Management LLC holds 5,620 shares of SCHM stock, worth $164,104. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,620
Previous 5,676
0.99%
Holding current value
$164,104
Previous $441,000
5.67%
% of portfolio
0.25%
Previous 0.26%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
932Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$620 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.6 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$65.1 Million2.77% of portfolio