Opal Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Opal Wealth Advisors, LLC
- $325 Million
- Q4 2024
A detailed history of Opal Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 51,821 shares of SCHM stock, worth $1.45 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
51,821
Previous 16,432
215.37%
Holding current value
$1.45 Million
Previous $1.37 Million
5.13%
% of portfolio
0.44%
Previous 0.43%
Shares
17 transactions
Others Institutions Holding SCHM
# of Institutions
1,006Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$800 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio