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 $1.25 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
42,053
Previous 46,402
9.37%
Holding current value
$1.25 Million
Previous $3.04 Million
6.27%
% of portfolio
1.11%
Previous 1.22%
Shares
14 transactions
Others Institutions Holding SCHM
# of Institutions
948Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio