Perissos Private Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Perissos Private Wealth Management, LLC
- $112 Billion
- Q2 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 5,610 shares of SCHM stock, worth $154,892. This represents 0.39% of its overall portfolio holdings.
Number of Shares
5,610
Previous 7,463
24.83%
Holding current value
$154,892
Previous $608 Million
28.15%
% of portfolio
0.39%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio