Gray Wealth Management Inc. Schwab Strategic U.S. Mid Cap Transaction History
Gray Wealth Management Inc.
- $224 Million
- Q1 2024
A detailed history of Gray Wealth Management Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Gray Wealth Management Inc. holds 2,760 shares of SCHM stock, worth $214,038. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,760
Previous 3,035
9.06%
Holding current value
$214,038
Previous $228,000
1.75%
% of portfolio
0.1%
Previous 0.11%
Shares
11 transactions
Others Institutions Holding SCHM
# of Institutions
901Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.63 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$785 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$286 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$166 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$155 Million2.99% of portfolio