Fin Dec Wealth Services, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Fin Dec Wealth Services, Inc.
- $158 Billion
- Q2 2024
A detailed history of Fin Dec Wealth Services, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 3,434 shares of SCHM stock, worth $282,377. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,434
Previous 3,711
7.46%
Holding current value
$282,377
Previous $302 Million
11.56%
% of portfolio
0.17%
Previous 0.19%
Shares
7 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$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio