Rba Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Rba Wealth Management, LLC
- $259 Million
- Q3 2024
A detailed history of Rba Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rba Wealth Management, LLC holds 4,571 shares of SCHM stock, worth $132,696. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,571
Previous 4,535
0.79%
Holding current value
$132,696
Previous $352,000
7.67%
% of portfolio
0.15%
Previous 0.14%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio