Schneider Downs Wealth Management Advisors, LP Schwab Strategic U.S. Mid Cap Transaction History
Schneider Downs Wealth Management Advisors, LP
- $478 Million
- Q3 2024
A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 84,811 shares of SCHM stock, worth $2.38 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
84,811
Previous 84,390
0.5%
Holding current value
$2.38 Million
Previous $6.57 Million
7.28%
% of portfolio
1.47%
Previous 1.49%
Shares
27 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$728 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$276 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$202 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.6 Million0.18% of portfolio