Peterson Wealth Management Schwab Strategic U.S. Mid Cap Transaction History
Peterson Wealth Management
- $156 Million
- Q3 2024
A detailed history of Peterson Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Peterson Wealth Management holds 2,419 shares of SCHM stock, worth $69,715. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,419Holding current value
$69,715% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
952Shares Held
128MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$747 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
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Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$120 Million7.44% of portfolio