Moneywise, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Moneywise, Inc.
- $193 Million
- Q3 2024
A detailed history of Moneywise, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Moneywise, Inc. holds 84,495 shares of SCHM stock, worth $2.51 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
84,495
Previous 134,394
37.13%
Holding current value
$2.51 Million
Previous $10.5 Million
32.88%
% of portfolio
3.64%
Previous 5.78%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio