Schrum Private Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Schrum Private Wealth Management LLC
- $193 Million
- Q3 2024
A detailed history of Schrum Private Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 3,502 shares of SCHM stock, worth $96,725. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,502Holding current value
$96,725% of portfolio
0.15%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$716 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$272 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$198 Million6.46% of portfolio
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High Tower Advisors, LLC Chicago, IL3.26MShares$90 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$65.5 Million0.18% of portfolio