Db Wealth Management Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Db Wealth Management Group, LLC
- $169 Million
- Q4 2023
A detailed history of Db Wealth Management Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 20,091 shares of SCHM stock, worth $583,241. This represents 0.9% of its overall portfolio holdings.
Number of Shares
20,091
Previous 18,799
6.87%
Holding current value
$583,241
Previous $1.27 Million
18.95%
% of portfolio
0.9%
Previous 0.83%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio