Mission Wealth Management, LP Schwab Strategic U.S. Mid Cap Transaction History
Mission Wealth Management, LP
- $3.75 Billion
- Q2 2024
A detailed history of Mission Wealth Management, LP transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Mission Wealth Management, LP holds 3,143 shares of SCHM stock, worth $258,448. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,143
Previous 7,588
58.58%
Holding current value
$258,448
Previous $617,000
60.45%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio