Vise Technologies, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Vise Technologies, Inc.
- $2.32 Billion
- Q2 2025
A detailed history of Vise Technologies, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Vise Technologies, Inc. holds 88,670 shares of SCHM stock, worth $2.61 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
88,670
Previous 32,277
174.72%
Holding current value
$2.61 Million
Previous $894,000
178.19%
% of portfolio
0.11%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,043Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio