Southern Wealth Management, LLP Schwab Strategic U.S. Mid Cap Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Southern Wealth Management, LLP holds 42,053 shares of SCHM stock, worth $1.07 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
42,053
Previous 46,402
9.37%
Holding current value
$1.07 Million
Previous $3.04 Million
6.27%
% of portfolio
1.11%
Previous 1.22%
Shares
14 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
284MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.51 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$726 Million0.77% of portfolio
-
Horizon Financial Services, LLC11.3MShares$287 Million9.97% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$256 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$193 Million0.18% of portfolio