Db Wealth Management Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Db Wealth Management Group, LLC
- $169 Million
- Q4 2023
A detailed history of Db Wealth Management Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 20,091 shares of SCHM stock, worth $525,781. This represents 0.9% of its overall portfolio holdings.
Number of Shares
20,091
Previous 18,799
6.87%
Holding current value
$525,781
Previous $1.27 Million
18.95%
% of portfolio
0.9%
Previous 0.83%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio