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 $97,528. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,286
Previous 3,275
0.34%
Holding current value
$97,528
Previous $221,000
11.76%
% of portfolio
0.1%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio