Quadcap Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Quadcap Wealth Management, LLC
- $554 Billion
- Q2 2024
A detailed history of Quadcap Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Quadcap Wealth Management, LLC holds 24,785 shares of SCHM stock, worth $2 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
24,785Holding current value
$2 Million% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.71 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$810 Million0.84% of portfolio
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High Tower Advisors, LLC Chicago, IL3.18MShares$256 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO2.28MShares$184 Million0.18% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$180 Million2.77% of portfolio