Topsail Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Topsail Wealth Management, LLC
- $468 Billion
- Q4 2024
A detailed history of Topsail Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 7,079 shares of SCHM stock, worth $205,007. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,079Holding current value
$205,007% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,005Shares Held
271MCall Options Held
15KPut 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$828 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$292 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$220 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$217 Million2.94% of portfolio