Reston Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Reston Wealth Management LLC
- $247 Million
- Q1 2025
A detailed history of Reston Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Reston Wealth Management LLC holds 167,979 shares of SCHM stock, worth $4.27 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
167,979
Previous 156,811
7.12%
Holding current value
$4.27 Million
Previous $4.35 Million
1.29%
% of portfolio
1.78%
Previous 1.62%
Shares
25 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.51 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$726 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$256 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$193 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$190 Million2.94% of portfolio