Strategic Wealth Advisors Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 41,773 shares of SCHM stock, worth $3.22 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
41,773
Previous 36,499
14.45%
Holding current value
$3.22 Million
Previous $2.35 Million
7.43%
% of portfolio
0.11%
Previous 0.1%
Shares
19 transactions
Others Institutions Holding SCHM
# of Institutions
903Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.62 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$781 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$285 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$165 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$154 Million2.99% of portfolio