National Wealth Management Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
National Wealth Management Group, LLC
- $178 Billion
- Q2 2025
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 28,101 shares of SCHM stock, worth $827,855. This represents 0.44% of its overall portfolio holdings.
Number of Shares
28,101
Previous 28,712
2.13%
Holding current value
$827,855
Previous $752 Million
4.78%
% of portfolio
0.44%
Previous 0.49%
Shares
15 transactions
Others Institutions Holding SCHM
# of Institutions
1,039Shares Held
280MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio