West Paces Advisors Inc. Schwab Strategic U.S. Mid Cap Transaction History
West Paces Advisors Inc.
- $410 Billion
- Q4 2024
A detailed history of West Paces Advisors Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, West Paces Advisors Inc. holds 14,550 shares of SCHM stock, worth $394,450. This represents 0.1% of its overall portfolio holdings.
Number of Shares
14,550
Previous 4,900
196.94%
Holding current value
$394,450
Previous $407 Million
0.97%
% of portfolio
0.1%
Previous 0.1%
Shares
15 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.61 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$775 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$273 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$206 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$203 Million2.94% of portfolio