Wealthgarden F.S. LLC Schwab Strategic U.S. Mid Cap Transaction History
Wealthgarden F.S. LLC
- $140 Billion
- Q3 2025
A detailed history of Wealthgarden F.S. LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 6,873 shares of SCHM stock, worth $200,416. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,873Holding current value
$200,416% of portfolio
0.15%Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,061Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
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Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
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High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
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Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio