Signal Advisors Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History
Signal Advisors Wealth, LLC
- $1.1 Trillion
- Q3 2025
A detailed history of Signal Advisors Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Signal Advisors Wealth, LLC holds 14,343 shares of SCHM stock, worth $422,544. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,343
Previous 12,449
15.21%
Holding current value
$422,544
Previous $349 Million
21.74%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,052Shares Held
280MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio