Salomon & Ludwin, LLC Schwab Strategic U.S. Mid Cap Transaction History
Salomon & Ludwin, LLC
- $979 Million
- Q3 2024
A detailed history of Salomon & Ludwin, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Salomon & Ludwin, LLC holds 103 shares of SCHM stock, worth $2,968. This represents 0.0% of its overall portfolio holdings.
Number of Shares
103
Previous 1,508
93.17%
Holding current value
$2,968
Previous $117,000
93.16%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
952Shares Held
128MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$747 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$120 Million7.44% of portfolio