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 $341,829. This represents 0.23% of its overall portfolio holdings.
Number of Shares
11,828Holding current value
$341,829% of portfolio
0.23%Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
967Shares Held
147MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$749 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
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Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio