Strategic Wealth Partners, Ltd. Schwab Strategic U.S. Mid Cap Transaction History
Strategic Wealth Partners, Ltd.
- $1.14 Billion
- Q2 2025
A detailed history of Strategic Wealth Partners, Ltd. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 138 shares of SCHM stock, worth $4,065. This represents 0.0% of its overall portfolio holdings.
Number of Shares
138Holding current value
$4,065% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,056Shares Held
282MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio