York Bridge Wealth Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
A detailed history of York Bridge Wealth Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 36,867 shares of SCHM stock, worth $974,763. This represents 0.61% of its overall portfolio holdings.
Number of Shares
36,867
Previous 33,293
10.73%
Holding current value
$974,763
Previous $2.02 Million
20.0%
% of portfolio
0.61%
Previous 0.52%
Shares
17 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$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$756 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$266 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio