Osprey Private Wealth LLC Schwab Strategic U.S. Mid Cap Transaction History
Osprey Private Wealth LLC
- $275 Billion
- Q3 2025
A detailed history of Osprey Private Wealth LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Osprey Private Wealth LLC holds 7,503 shares of SCHM stock, worth $225,165. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,503Holding current value
$225,165% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,042Shares Held
284MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.81 Billion3.39% of portfolio
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Creative Planning Overland Park, KS29.6MShares$888 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.6MShares$318 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$308 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$284 Million3.22% of portfolio