Imprint Wealth LLC Schwab Strategic U.S. Mid Cap Transaction History
Imprint Wealth LLC
- $412 Billion
- Q1 2024
A detailed history of Imprint Wealth LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Imprint Wealth LLC holds 11,828 shares of SCHM stock, worth $355,313. This represents 0.23% of its overall portfolio holdings.
Number of Shares
11,828Holding current value
$355,313% of portfolio
0.23%Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,041Shares Held
284MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.81 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$889 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$318 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$309 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$284 Million3.22% of portfolio