Private Wealth Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 763 shares of SCHM stock, worth $22,920. This represents 0.0% of its overall portfolio holdings.
Number of Shares
763Holding current value
$22,920% of portfolio
0.0%Shares
1 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
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Creative Planning Overland Park, KS29.6MShares$889 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.6MShares$318 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$309 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$284 Million3.22% of portfolio