Arista Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Arista Wealth Management, LLC
- $416 Billion
- Q3 2024
A detailed history of Arista Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Arista Wealth Management, LLC holds 8,014 shares of SCHM stock, worth $228,559. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,014
Previous 8,014
-0.0%
Holding current value
$228,559
Previous $624 Million
6.76%
% of portfolio
0.16%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
990Shares Held
224MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.69 Billion3.47% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$287 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$280 Million0.81% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$216 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$213 Million2.94% of portfolio