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 $523,954. This represents 0.34% of its overall portfolio holdings.
Number of Shares
20,499Holding current value
$523,954% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,000Shares Held
284MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.52 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$731 Million0.77% of portfolio
-
Horizon Financial Services, LLC11.3MShares$289 Million9.97% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$258 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$194 Million0.18% of portfolio