Prentice Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Prentice Wealth Management LLC
- $329 Million
- Q3 2024
A detailed history of Prentice Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Prentice Wealth Management LLC holds 27,007 shares of SCHM stock, worth $801,567. This represents 0.68% of its overall portfolio holdings.
Number of Shares
27,007
Previous 23,150
16.66%
Holding current value
$801,567
Previous $1.8 Million
24.6%
% of portfolio
0.68%
Previous 0.6%
Shares
11 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$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio