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 $745,663. This represents 0.68% of its overall portfolio holdings.
Number of Shares
27,007
Previous 23,150
16.66%
Holding current value
$745,663
Previous $1.8 Million
24.6%
% of portfolio
0.68%
Previous 0.6%
Shares
11 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio