Kestra Private Wealth Services, LLC Schwab Strategic U.S. Mid Cap Transaction History
Kestra Private Wealth Services, LLC
- $4.9 Billion
- Q2 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 3,443 shares of SCHM stock, worth $95,061. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,443
Previous 3,443
-0.0%
Holding current value
$95,061
Previous $280,000
4.64%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio