Unique Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History
Unique Wealth, LLC
- $354 Billion
- Q1 2024
A detailed history of Unique Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Unique Wealth, LLC holds 3,578 shares of SCHM stock, worth $275,828. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,578
Previous 3,578
-0.0%
Holding current value
$275,828
Previous $269 Million
8.11%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
903Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.62 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$781 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$285 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$165 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$154 Million2.99% of portfolio