Iht Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 2024
A detailed history of Iht Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Iht Wealth Management, LLC holds 75,800 shares of SCHM stock, worth $2.25 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
75,800
Previous 45,958
64.93%
Holding current value
$2.25 Million
Previous $3.58 Million
76.12%
% of portfolio
0.18%
Previous 0.14%
Shares
27 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio