Elmwood Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Elmwood Wealth Management, Inc.
- $228 Million
- Q4 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 11,479 shares of SCHM stock, worth $332,202. This represents 0.14% of its overall portfolio holdings.
Number of Shares
11,479
Previous 3,826
200.03%
Holding current value
$332,202
Previous $317,000
0.32%
% of portfolio
0.14%
Previous 0.14%
Shares
9 transactions
Others Institutions Holding SCHM
# of Institutions
965Shares Held
151MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$750 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio