Sculati Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Sculati Wealth Management, LLC
- $249 Million
- Q3 2024
A detailed history of Sculati Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 69,744 shares of SCHM stock, worth $2.08 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
69,744
Previous 36,490
91.13%
Holding current value
$2.08 Million
Previous $2.84 Million
104.05%
% of portfolio
2.32%
Previous 1.22%
Shares
20 transactions
Others Institutions Holding SCHM
# of Institutions
948Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$775 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$294 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$215 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$97.4 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.9 Million0.18% of portfolio