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 $167,981. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,620
Previous 5,676
0.99%
Holding current value
$167,981
Previous $441,000
5.67%
% of portfolio
0.25%
Previous 0.26%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
948Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$775 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$294 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$215 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$97.4 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.9 Million0.18% of portfolio