Laurel Wealth Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Laurel Wealth Advisors, Inc.
- $1.01 Billion
- Q4 2022
A detailed history of Laurel Wealth Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 8,191 shares of SCHM stock, worth $200,925. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,191
Previous 8,287
1.16%
Holding current value
$200,925
Previous $502,000
6.97%
% of portfolio
0.05%
Previous 0.05%
Shares
20 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$184 Million2.94% of portfolio