Signal Advisors Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History
Signal Advisors Wealth, LLC
- $1.02 Trillion
- Q1 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 98,543 shares of SCHM stock, worth $2.58 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
98,543
Previous 106,717
7.66%
Holding current value
$2.58 Million
Previous $2.96 Billion
12.69%
% of portfolio
0.25%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
273MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio