Reuter James Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Reuter James Wealth Management, LLC
- $536 Million
- Q3 2024
A detailed history of Reuter James Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 250 shares of SCHM stock, worth $6,957. This represents 0.0% of its overall portfolio holdings.
Number of Shares
250Holding current value
$6,957% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$722 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
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High Tower Advisors, LLC Chicago, IL3.26MShares$90.7 Million0.4% of portfolio
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Northwestern Mutual Wealth Management CO2.37MShares$66 Million0.18% of portfolio