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 $112 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
$112 Million
Previous $114 Million
1.36%
% of portfolio
7.44%
Previous 7.41%
Shares
30 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.59 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$766 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$270 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$203 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$200 Million2.94% of portfolio