Heartwood Wealth Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Heartwood Wealth Advisors LLC
- $910 Million
- Q2 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 17,859 shares of SCHM stock, worth $506,838. This represents 0.05% of its overall portfolio holdings.
Number of Shares
17,859Holding current value
$506,838% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,006Shares Held
284MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.67 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$821 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10MShares$285 Million0.37% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$252 Million3.25% of portfolio
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Northwestern Mutual Wealth Management CO8.2MShares$233 Million0.18% of portfolio