Rkl Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Rkl Wealth Management LLC
- $1.06 Billion
- Q1 2025
A detailed history of Rkl Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rkl Wealth Management LLC holds 900,465 shares of SCHM stock, worth $25.6 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
900,465
Previous 1,470,840
38.78%
Holding current value
$25.6 Million
Previous $40.8 Million
42.11%
% of portfolio
2.23%
Previous 3.63%
Shares
32 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
284MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.67 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$821 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$285 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$252 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$233 Million0.18% of portfolio