Elmwood Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Elmwood Wealth Management, Inc.
- $206 Million
- Q2 2024
A detailed history of Elmwood Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 3,826 shares of SCHM stock, worth $317,787. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,826
Previous 3,826
-0.0%
Holding current value
$317,787
Previous $311,000
4.5%
% of portfolio
0.14%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio