Liberty Square Wealth Partners LLC Schwab Strategic U.S. Mid Cap Transaction History
Liberty Square Wealth Partners LLC
- $274 Billion
- Q4 2024
A detailed history of Liberty Square Wealth Partners LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 217,164 shares of SCHM stock, worth $5.52 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
217,164Holding current value
$5.52 Million% of portfolio
2.29%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
284MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.51 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$726 Million0.77% of portfolio
-
Horizon Financial Services, LLC11.3MShares$287 Million9.97% of portfolio
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High Tower Advisors, LLC Chicago, IL10.1MShares$256 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$193 Million0.18% of portfolio