Northwestern Mutual Wealth Management CO Schwab Strategic U.S. Mid Cap Transaction History
Northwestern Mutual Wealth Management CO
- $112 Billion
- Q3 2024
A detailed history of Northwestern Mutual Wealth Management CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Northwestern Mutual Wealth Management CO holds 2,371,743 shares of SCHM stock, worth $68.6 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,371,743
Previous 2,282,373
3.92%
Holding current value
$68.6 Million
Previous $178 Million
10.94%
% of portfolio
0.18%
Previous 0.18%
Shares
30 transactions
Others Institutions Holding SCHM
# of Institutions
965Shares Held
149MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$750 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio