49 Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
49 Wealth Management, LLC
- $614 Billion
- Q3 2024
A detailed history of 49 Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, 49 Wealth Management, LLC holds 2,489 shares of SCHM stock, worth $72,031. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,489Holding current value
$72,031% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
965Shares Held
151MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$750 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio