Wescott Financial Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Wescott Financial Advisory Group, LLC
- $763 Million
- Q2 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 43,662 shares of SCHM stock, worth $1.27 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
43,662
Previous 47,485
8.05%
Holding current value
$1.27 Million
Previous $3.87 Million
12.11%
% of portfolio
0.45%
Previous 0.54%
Shares
10 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio