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 $461. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16Holding current value
$461% of portfolio
0.0%Shares
1 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$748 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$94 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$68.4 Million0.18% of portfolio