Peloton Wealth Strategists Schwab Strategic U.S. Mid Cap Transaction History
Peloton Wealth Strategists
- $242 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
3.1KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.5 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$731 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$257 Million0.37% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$210 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$191 Million2.94% of portfolio