Quadcap Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Quadcap Wealth Management, LLC
- $554 Billion
- Q2 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 24,785 shares of SCHM stock, worth $691,501. This represents 0.35% of its overall portfolio holdings.
Number of Shares
24,785Holding current value
$691,501% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
927Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$592 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
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High Tower Advisors, LLC Chicago, IL3.18MShares$88.6 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO2.28MShares$63.7 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$62.2 Million2.77% of portfolio