Transparent Wealth Partners LLC Schwab Strategic U.S. Mid Cap Transaction History
Transparent Wealth Partners LLC
- $136 Million
- Q1 2023
A detailed history of Transparent Wealth Partners LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Transparent Wealth Partners LLC holds 17,058 shares of SCHM stock, worth $495,193. This represents 0.85% of its overall portfolio holdings.
Number of Shares
17,058
Previous 17,031
0.16%
Holding current value
$495,193
Previous $1.12 Million
3.58%
% of portfolio
0.85%
Previous 0.88%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio