Wetzel Investment Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Wetzel Investment Advisors, Inc.
- $203 Million
- Q3 2025
A detailed history of Wetzel Investment Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 9,331 shares of SCHM stock, worth $272,091. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,331Holding current value
$272,091% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,059Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
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Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
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High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
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Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio