Gps Wealth Strategies Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Gps Wealth Strategies Group, LLC
- $747 Million
- Q4 2024
A detailed history of Gps Wealth Strategies Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 154 shares of SCHM stock, worth $4,302. This represents 0.0% of its overall portfolio holdings.
Number of Shares
154
Previous 51
201.96%
Holding current value
$4,302
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$799 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio