Red Door Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Red Door Wealth Management, LLC
- $572 Million
- Q3 2024
A detailed history of Red Door Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Red Door Wealth Management, LLC holds 24,517 shares of SCHM stock, worth $727,664. This represents 0.36% of its overall portfolio holdings.
Number of Shares
24,517
Previous 25,700
4.6%
Holding current value
$727,664
Previous $2 Million
1.85%
% of portfolio
0.36%
Previous 0.37%
Shares
20 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio