Wells Fargo & Company Schwab Strategic U.S. Mid Cap Transaction History
Wells Fargo & Company
- $429 Billion
- Q1 2025
A detailed history of Wells Fargo & Company transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wells Fargo & Company holds 490,051 shares of SCHM stock, worth $13.3 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
490,051
Previous 447,569
9.49%
Holding current value
$13.3 Million
Previous $12.4 Million
3.52%
% of portfolio
0.0%
Previous 0.0%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.6 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$787 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$273 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$241 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$223 Million0.18% of portfolio