Cooksen Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cooksen Wealth, LLC
- $99.1 Billion
- Q2 2024
A detailed history of Cooksen Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cooksen Wealth, LLC holds 8,194 shares of SCHM stock, worth $661,173. This represents 0.64% of its overall portfolio holdings.
Number of Shares
8,194
Previous 8,468
3.24%
Holding current value
$661,173
Previous $690 Million
7.51%
% of portfolio
0.64%
Previous 0.72%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.71 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$810 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$256 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$184 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$180 Million2.77% of portfolio