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 $90,726. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,286
Previous 3,275
0.34%
Holding current value
$90,726
Previous $221,000
11.76%
% of portfolio
0.1%
Previous 0.1%
Shares
8 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