Fin Dec Wealth Services, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Fin Dec Wealth Services, Inc.
- $144 Billion
- Q4 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 7,282 shares of SCHM stock, worth $190,569. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,282
Previous 3,457
110.65%
Holding current value
$190,569
Previous $287 Million
29.76%
% of portfolio
0.14%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio