Kmt Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Kmt Wealth Management, LLC
- $186 Billion
- Q3 2025
A detailed history of Kmt Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kmt Wealth Management, LLC holds 10,179 shares of SCHM stock, worth $296,819. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,179
Previous 10,179
-0.0%
Holding current value
$296,819
Previous $286 Million
5.67%
% of portfolio
0.16%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,059Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio