Ledge Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Ledge Wealth Management, Inc.
- $257 Million
- Q4 2023
A detailed history of Ledge Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 3,286 shares of SCHM stock, worth $271,127. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,286
Previous 3,275
0.34%
Holding current value
$271,127
Previous $221,000
11.76%
% of portfolio
0.1%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$829 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$262 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$184 Million2.77% of portfolio