Fin Dec Wealth Services, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Fin Dec Wealth Services, Inc.
- $172 Billion
- Q3 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 3,457 shares of SCHM stock, worth $102,603. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,457
Previous 3,434
0.67%
Holding current value
$102,603
Previous $267 Million
7.49%
% of portfolio
0.17%
Previous 0.17%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio