Rmr Wealth Builders Schwab Strategic U.S. Mid Cap Transaction History
Rmr Wealth Builders
- $939 Million
- Q3 2024
A detailed history of Rmr Wealth Builders transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rmr Wealth Builders holds 5,341 shares of SCHM stock, worth $150,455. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,341Holding current value
$150,455% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$730 Million4.42% of portfolio
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Creative Planning Overland Park, KS9.83MShares$277 Million0.81% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$202 Million6.46% of portfolio
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High Tower Advisors, LLC Chicago, IL3.26MShares$91.8 Million0.4% of portfolio
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Northwestern Mutual Wealth Management CO2.37MShares$66.8 Million0.18% of portfolio