Global Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Global Wealth Management, LLC
- $148 Billion
- Q3 2024
A detailed history of Global Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Global Wealth Management, LLC holds 2,898 shares of SCHM stock, worth $80,825. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,898Holding current value
$80,825% of portfolio
0.16%Shares
1 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$723 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90.9 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.1 Million0.18% of portfolio