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 $2.31 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
80,182Holding current value
$2.31 Million% of portfolio
0.79%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
983Shares Held
177MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$745 Million4.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$290 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$215 Million2.94% of portfolio
-
Advisory Alpha, LLC5.72MShares$164 Million5.7% of portfolio