Wells Fargo & Company Schwab Strategic U.S. Mid Cap Transaction History
Wells Fargo & Company
- $407 Billion
- Q2 2024
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 166,248 shares of SCHM stock, worth $4.59 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
166,248
Previous 178,407
6.82%
Holding current value
$4.59 Million
Previous $14.5 Million
10.93%
% of portfolio
0.0%
Previous 0.0%
Shares
18 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio