Parkshore Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Parkshore Wealth Management, Inc.
- $166 Billion
- Q4 2024
A detailed history of Parkshore Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 20,499 shares of SCHM stock, worth $593,651. This represents 0.34% of its overall portfolio holdings.
Number of Shares
20,499Holding current value
$593,651% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,005Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.72 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$828 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$292 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$220 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$217 Million2.94% of portfolio