Td Private Client Wealth LLC Schwab Strategic U.S. Mid Cap Transaction History
Td Private Client Wealth LLC
- $3.58 Trillion
- Q4 2024
A detailed history of Td Private Client Wealth LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Td Private Client Wealth LLC holds 23,738 shares of SCHM stock, worth $685,790. This represents 0.02% of its overall portfolio holdings.
Number of Shares
23,738
Previous 151
15620.53%
Holding current value
$685,790
Previous $12.5 Million
5142.53%
% of portfolio
0.02%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding SCHM
# of Institutions
1,001Shares Held
268MCall Options Held
13.2KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.72 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$826 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$291 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$219 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$216 Million2.94% of portfolio