High Note Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History
High Note Wealth, LLC
- $350 Million
- Q3 2024
A detailed history of High Note Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, High Note Wealth, LLC holds 265,498 shares of SCHM stock, worth $7.13 Million. This represents 6.31% of its overall portfolio holdings.
Number of Shares
265,498
Previous 258,928
2.54%
Holding current value
$7.13 Million
Previous $20.2 Million
9.47%
% of portfolio
6.31%
Previous 6.16%
Shares
16 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.6 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$768 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$271 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$204 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$201 Million2.94% of portfolio