Hilltop Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Hilltop Wealth Advisors, LLC
- $177 Million
- Q1 2025
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 157,580 shares of SCHM stock, worth $4 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
157,580
Previous 165,300
4.67%
Holding current value
$4 Million
Previous $4.58 Million
9.98%
% of portfolio
2.33%
Previous 2.32%
Shares
20 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
284MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.51 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$726 Million0.77% of portfolio
-
Horizon Financial Services, LLC11.3MShares$287 Million9.97% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$256 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$193 Million0.18% of portfolio