Imprint Wealth LLC Schwab Strategic U.S. Mid Cap Transaction History
Imprint Wealth LLC
- $412 Billion
- Q1 2024
A detailed history of Imprint Wealth LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Imprint Wealth LLC holds 11,828 shares of SCHM stock, worth $330,592. This represents 0.23% of its overall portfolio holdings.
Number of Shares
11,828Holding current value
$330,592% of portfolio
0.23%Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
926Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$593 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$275 Million0.81% of portfolio
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High Tower Advisors, LLC Chicago, IL3.18MShares$88.8 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO2.28MShares$63.8 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$62.3 Million2.77% of portfolio