Relyea Zuckerberg Hanson LLC Schwab Strategic U.S. Mid Cap Transaction History
Relyea Zuckerberg Hanson LLC
- $741 Million
- Q4 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 24,361 shares of SCHM stock, worth $637,527. This represents 0.09% of its overall portfolio holdings.
Number of Shares
24,361
Previous 8,087
201.24%
Holding current value
$637,527
Previous $671,000
0.6%
% of portfolio
0.09%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio