Code Waechter LLC Schwab Strategic U.S. Mid Cap Transaction History
Code Waechter LLC
- $105 Million
- Q3 2024
A detailed history of Code Waechter LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Code Waechter LLC holds 48,031 shares of SCHM stock, worth $1.38 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
48,031Holding current value
$1.38 Million% of portfolio
3.8%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$744 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$282 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$206 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$93.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$68 Million0.18% of portfolio