Wescott Financial Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 37,071 shares of SCHM stock, worth $1.1 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
37,071
Previous 43,662
15.1%
Holding current value
$1.1 Million
Previous $3.4 Million
9.36%
% of portfolio
0.37%
Previous 0.45%
Shares
11 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio