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 $632,617. This represents 0.02% of its overall portfolio holdings.
Number of Shares
23,738
Previous 151
15620.53%
Holding current value
$632,617
Previous $12.5 Million
5142.53%
% of portfolio
0.02%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.58 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$762 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$269 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$202 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$199 Million2.94% of portfolio