Sheets Smith Wealth Management Schwab Strategic U.S. Mid Cap Transaction History
Sheets Smith Wealth Management
- $828 Million
- Q2 2024
A detailed history of Sheets Smith Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sheets Smith Wealth Management holds 24,674 shares of SCHM stock, worth $2.03 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
24,674
Previous 24,443
0.95%
Holding current value
$2.03 Million
Previous $1.99 Million
3.52%
% of portfolio
0.23%
Previous 0.23%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio