Elmwood Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Elmwood Wealth Management, Inc.
- $228 Million
- Q4 2024
A detailed history of Elmwood Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 11,479 shares of SCHM stock, worth $293,632. This represents 0.14% of its overall portfolio holdings.
Number of Shares
11,479
Previous 3,826
200.03%
Holding current value
$293,632
Previous $317,000
0.32%
% of portfolio
0.14%
Previous 0.14%
Shares
9 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.52 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$731 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$258 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$194 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$191 Million2.94% of portfolio