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 $331,628. This represents 0.14% of its overall portfolio holdings.
Number of Shares
11,479
Previous 3,826
200.03%
Holding current value
$331,628
Previous $317,000
0.32%
% of portfolio
0.14%
Previous 0.14%
Shares
9 transactions
Others Institutions Holding SCHM
# of Institutions
1,001Shares Held
268MCall Options Held
13.2KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.72 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$826 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$291 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$219 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$216 Million2.94% of portfolio