Vsm Wealth Advisory, LLC Schwab Strategic U.S. Mid Cap Transaction History
Vsm Wealth Advisory, LLC
- $280 Billion
- Q4 2024
A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 80,182 shares of SCHM stock, worth $2.05 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
80,182Holding current value
$2.05 Million% of portfolio
0.79%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,000Shares Held
284MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.52 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$731 Million0.77% of portfolio
-
Horizon Financial Services, LLC11.3MShares$289 Million9.97% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$258 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$194 Million0.18% of portfolio