Sightline Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Sightline Wealth Advisors, LLC
- $207 Million
- Q2 2025
A detailed history of Sightline Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 345,072 shares of SCHM stock, worth $10 Million. This represents 4.68% of its overall portfolio holdings.
Number of Shares
345,072
Previous 345,587
0.15%
Holding current value
$10 Million
Previous $9.05 Million
6.9%
% of portfolio
4.68%
Previous 4.78%
Shares
19 transactions
Others Institutions Holding SCHM
# of Institutions
1,022Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.7 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$838 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$291 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$257 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$238 Million0.18% of portfolio