Pro Vise Management Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Pro Vise Management Group, LLC
- $1.14 Billion
- Q4 2024
A detailed history of Pro Vise Management Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pro Vise Management Group, LLC holds 475,136 shares of SCHM stock, worth $12.8 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
475,136
Previous 178,475
166.22%
Holding current value
$12.8 Million
Previous $14.8 Million
11.21%
% of portfolio
1.15%
Previous 1.19%
Shares
30 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.6 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$768 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$271 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$204 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$201 Million2.94% of portfolio