Gps Wealth Strategies Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Gps Wealth Strategies Group, LLC
- $747 Million
- Q4 2024
A detailed history of Gps Wealth Strategies Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 154 shares of SCHM stock, worth $4,436. This represents 0.0% of its overall portfolio holdings.
Number of Shares
154
Previous 51
201.96%
Holding current value
$4,436
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
964Shares Held
156MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$747 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$120 Million7.44% of portfolio