Pps&V Asset Management Consultants, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Pps&V Asset Management Consultants, Inc.
- $146 Billion
- Q3 2024
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 79,180 shares of SCHM stock, worth $2.28 Million. This represents 4.51% of its overall portfolio holdings.
Number of Shares
79,180
Previous 77,051
2.76%
Holding current value
$2.28 Million
Previous $6 Billion
9.71%
% of portfolio
4.51%
Previous 4.3%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$748 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$94 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$68.4 Million0.18% of portfolio