Parkshore Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Parkshore Wealth Management, Inc.
- $166 Billion
- Q4 2024
A detailed history of Parkshore Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 20,499 shares of SCHM stock, worth $541,993. This represents 0.34% of its overall portfolio holdings.
Number of Shares
20,499Holding current value
$541,993% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$756 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$266 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio