Relyea Zuckerberg Hanson LLC Schwab Strategic U.S. Mid Cap Transaction History
Relyea Zuckerberg Hanson LLC
- $570 Million
- Q1 2024
A detailed history of Relyea Zuckerberg Hanson LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Relyea Zuckerberg Hanson LLC holds 8,030 shares of SCHM stock, worth $622,726. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,030
Previous 10,399
22.78%
Holding current value
$622,726
Previous $783,000
16.6%
% of portfolio
0.11%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
901Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.63 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$785 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$286 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$166 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$155 Million2.99% of portfolio