Pps&V Asset Management Consultants, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Pps&V Asset Management Consultants, Inc.
- $173 Billion
- Q3 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 255,809 shares of SCHM stock, worth $7.46 Million. This represents 4.38% of its overall portfolio holdings.
Number of Shares
255,809
Previous 252,474
1.32%
Holding current value
$7.46 Million
Previous $7.08 Billion
7.06%
% of portfolio
4.38%
Previous 4.47%
Shares
12 transactions
Others Institutions Holding SCHM
# of Institutions
1,061Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio