My Purposeful Wealth Corp. Schwab Strategic U.S. Mid Cap Transaction History
My Purposeful Wealth Corp.
- $209 Billion
- Q3 2024
A detailed history of My Purposeful Wealth Corp. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 2,602 shares of SCHM stock, worth $71,841. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,602Holding current value
$71,841% of portfolio
0.1%Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio