Golden State Equity Partners Schwab Strategic U.S. Mid Cap Transaction History
Golden State Equity Partners
- $182 Million
- Q3 2024
A detailed history of Golden State Equity Partners transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Golden State Equity Partners holds 16 shares of SCHM stock, worth $464. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16Holding current value
$464% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio