National Wealth Management Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
National Wealth Management Group, LLC
- $150 Billion
- Q4 2024
A detailed history of National Wealth Management Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, National Wealth Management Group, LLC holds 31,493 shares of SCHM stock, worth $834,564. This represents 0.58% of its overall portfolio holdings.
Number of Shares
31,493
Previous 10,773
192.33%
Holding current value
$834,564
Previous $895 Million
2.51%
% of portfolio
0.58%
Previous 0.61%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$758 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$267 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio