Pps&V Asset Management Consultants, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Pps&V Asset Management Consultants, Inc.
- $138 Billion
- Q1 2025
A detailed history of Pps&V Asset Management Consultants, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pps&V Asset Management Consultants, Inc. holds 236,354 shares of SCHM stock, worth $6.39 Million. This represents 4.49% of its overall portfolio holdings.
Number of Shares
236,354
Previous 236,055
0.13%
Holding current value
$6.39 Million
Previous $6.54 Billion
5.33%
% of portfolio
4.49%
Previous 4.42%
Shares
10 transactions
Others Institutions Holding SCHM
# of Institutions
1,003Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.59 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$782 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$272 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$240 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$222 Million0.18% of portfolio