Quadcap Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Quadcap Wealth Management, LLC
- $788 Billion
- Q2 2025
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 57,349 shares of SCHM stock, worth $1.69 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
57,349
Previous 57,417
0.12%
Holding current value
$1.69 Million
Previous $1.5 Billion
6.93%
% of portfolio
0.2%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
1,047Shares Held
280MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio