Congress Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Congress Wealth Management LLC holds 197,856 shares of SCHM stock, worth $5.53 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
197,856
Previous 63,981
209.24%
Holding current value
$5.53 Million
Previous $5.32 Million
3.12%
% of portfolio
0.08%
Previous 0.07%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$799 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio