Diversify Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 153,951 shares of SCHM stock, worth $4.47 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
153,951Holding current value
$4.47 Million% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.9MCall 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
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High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio