Legacy Wealth Management, Inc Schwab Strategic U.S. Mid Cap Transaction History
Legacy Wealth Management, Inc
- $1.38 Billion
- Q2 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 1,344,981 shares of SCHM stock, worth $37.5 Million. This represents 7.58% of its overall portfolio holdings.
Number of Shares
1,344,981
Previous 1,347,894
0.22%
Holding current value
$37.5 Million
Previous $110 Million
4.63%
% of portfolio
7.58%
Previous 8.09%
Shares
28 transactions
Others Institutions Holding SCHM
# of Institutions
921Shares Held
94.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$591 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$88.5 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63.6 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$62.2 Million2.77% of portfolio