Wealthgarden F.S. LLC Schwab Strategic U.S. Mid Cap Transaction History

Wealthgarden F.S. LLC

$1.64 Trillion
Q3 2024

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 8,342 shares of SCHM stock, worth $232,658. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,342

Holding current value

$232,658

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$75.47 - $83.18 $629,570 - $693,887	8,342 New	8,342 $693 Million

Others Institutions Holding SCHM

# of Institutions

950

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

25.9M
Shares

$723 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$274 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$200 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$90.9 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66.1 Million
0.18% of portfolio

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Wealthgarden F.S. LLC Schwab Strategic U.S. Mid Cap Transaction History