Dakota Wealth Management Schwab Strategic U.S. Mid Cap Transaction History
Dakota Wealth Management
- $4.35 Billion
- Q3 2024
A detailed history of Dakota Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Dakota Wealth Management holds 27,317 shares of SCHM stock, worth $787,822. This represents 0.05% of its overall portfolio holdings.
Number of Shares
27,317
Previous 27,340
0.08%
Holding current value
$787,822
Previous $2.13 Million
6.68%
% of portfolio
0.05%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$748 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$94 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$68.4 Million0.18% of portfolio