Balanced Wealth Group LLC Schwab Strategic U.S. Mid Cap Transaction History
Balanced Wealth Group LLC
- $226 Billion
- Q3 2024
A detailed history of Balanced Wealth Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Balanced Wealth Group LLC holds 44,400 shares of SCHM stock, worth $1.24 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
44,400
Previous 45,176
1.72%
Holding current value
$1.24 Million
Previous $3.48 Billion
5.93%
% of portfolio
1.63%
Previous 1.58%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
926Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$593 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$275 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$88.8 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63.8 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$62.3 Million2.77% of portfolio