Legacy Wealth Management, Inc Schwab Strategic U.S. Mid Cap Transaction History
Legacy Wealth Management, Inc
- $1.56 Billion
- Q4 2024
A detailed history of Legacy Wealth Management, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 4,180,010 shares of SCHM stock, worth $113 Million. This represents 7.44% of its overall portfolio holdings.
Number of Shares
4,180,010
Previous 1,375,275
203.94%
Holding current value
$113 Million
Previous $114 Million
1.36%
% of portfolio
7.44%
Previous 7.41%
Shares
30 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.61 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$775 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$273 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$206 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$203 Million2.94% of portfolio