Spire Wealth Management Schwab Strategic U.S. Mid Cap Transaction History
Spire Wealth Management
- $2.83 Billion
- Q2 2024
A detailed history of Spire Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Spire Wealth Management holds 6,342 shares of SCHM stock, worth $526,766. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,342
Previous 18,782
66.23%
Holding current value
$526,766
Previous $1.53 Million
67.76%
% of portfolio
0.02%
Previous 0.05%
Shares
14 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio