Hilltop Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Hilltop Wealth Advisors, LLC
- $198 Million
- Q4 2024
A detailed history of Hilltop Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 165,300 shares of SCHM stock, worth $4.43 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
165,300
Previous 57,455
187.7%
Holding current value
$4.43 Million
Previous $4.77 Million
4.04%
% of portfolio
2.32%
Previous 2.23%
Shares
19 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.59 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$766 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$270 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$203 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$200 Million2.94% of portfolio