Rgt Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Rgt Wealth Advisors, LLC

$627 Million
Q3 2022

A detailed history of Rgt Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rgt Wealth Advisors, LLC holds 388 shares of SCHM stock, worth $11,263. This represents 0.0% of its overall portfolio holdings.

Number of Shares

388

Holding current value

$11,263

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 08, 2022	BUY	$60.5 - $72.51 $23,474 - $28,133	388 New	388 $23,000

Others Institutions Holding SCHM

# of Institutions

929

Shares Held

95.8M

Call Options Held

6.2K

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

21.2M
Shares

$616 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$285 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$92.2 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$66.3 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$64.8 Million
2.77% of portfolio

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rgt Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rgt Wealth Advisors, LLC with notifications on news.

Account

Rgt Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History