Iag Wealth Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History
Iag Wealth Partners, LLC
- $544 Million
- Q4 2024
A detailed history of Iag Wealth Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 48,153 shares of SCHM stock, worth $1.25 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
48,153
Previous 16,503
191.78%
Holding current value
$1.25 Million
Previous $1.37 Million
2.7%
% of portfolio
0.25%
Previous 0.26%
Shares
21 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$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$745 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$263 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$195 Million2.94% of portfolio