Smallwood Wealth Investment Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 40 shares of SCHM stock, worth $1,022. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40Holding current value
$1,022% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
280MCall Options Held
45.7KPut Options Held
5.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.5 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$739 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$257 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$227 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$210 Million0.18% of portfolio