Quadcap Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Quadcap Wealth Management, LLC
- $680 Billion
- Q4 2024
A detailed history of Quadcap Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Quadcap Wealth Management, LLC holds 73,636 shares of SCHM stock, worth $2.06 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
73,636
Previous 22,287
230.4%
Holding current value
$2.06 Million
Previous $1.85 Billion
10.19%
% of portfolio
0.3%
Previous 0.29%
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