Decision Point Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History
Decision Point Financial, LLC
- $326 Million
- Q4 2024
A detailed history of Decision Point Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Decision Point Financial, LLC holds 7,412 shares of SCHM stock, worth $198,938. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,412
Previous 2,461
201.18%
Holding current value
$198,938
Previous $204,000
0.49%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.59 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$767 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$270 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$204 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$201 Million2.94% of portfolio