Pps&V Asset Management Consultants, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Pps&V Asset Management Consultants, Inc.
- $159 Billion
- Q2 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 252,474 shares of SCHM stock, worth $7.58 Million. This represents 4.47% of its overall portfolio holdings.
Number of Shares
252,474
Previous 236,354
6.82%
Holding current value
$7.58 Million
Previous $6.19 Billion
14.36%
% of portfolio
4.47%
Previous 4.49%
Shares
11 transactions
Others Institutions Holding SCHM
# of Institutions
1,041Shares Held
284MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.81 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$889 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$318 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$309 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$284 Million3.22% of portfolio