Wfa Of San Diego, LLC Schwab Strategic U.S. Mid Cap Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 2024
A detailed history of Wfa Of San Diego, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 13,597 shares of SCHM stock, worth $364,263. This represents 0.97% of its overall portfolio holdings.
Number of Shares
13,597
Previous 13,654
0.42%
Holding current value
$364,263
Previous $1.06 Million
6.31%
% of portfolio
0.97%
Previous 0.97%
Shares
16 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.59 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$766 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$270 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$203 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$200 Million2.94% of portfolio