Elevate Wealth Advisory, Inc Schwab Strategic U.S. Mid Cap Transaction History
Elevate Wealth Advisory, Inc
- $141 Billion
- Q2 2025
A detailed history of Elevate Wealth Advisory, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 789 shares of SCHM stock, worth $23,701. This represents 0.02% of its overall portfolio holdings.
Number of Shares
789Holding current value
$23,701% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,041Shares Held
284MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.81 Billion3.39% of portfolio
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Creative Planning Overland Park, KS29.6MShares$889 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.6MShares$318 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$309 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$284 Million3.22% of portfolio