Horst & Graben Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Horst & Graben Wealth Management LLC
- $542 Million
- Q4 2024
A detailed history of Horst & Graben Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 8,148 shares of SCHM stock, worth $218,855. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,148
Previous 2,718
199.78%
Holding current value
$218,855
Previous $225,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
3 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