Better Money Decisions, LLC Schwab Strategic U.S. Mid Cap Transaction History
Better Money Decisions, LLC
- $140 Million
- Q3 2024
A detailed history of Better Money Decisions, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Better Money Decisions, LLC holds 2,691 shares of SCHM stock, worth $75,805. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,691
Previous 2,676
0.56%
Holding current value
$75,805
Previous $208,000
7.21%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$730 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$277 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$202 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.8 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.8 Million0.18% of portfolio