Total Wealth Planning, LLC Schwab Strategic U.S. Mid Cap Transaction History
Total Wealth Planning, LLC
- $611 Million
- Q1 2025
A detailed history of Total Wealth Planning, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Total Wealth Planning, LLC holds 10,980 shares of SCHM stock, worth $287,346. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,980
Previous 11,148
1.51%
Holding current value
$287,346
Previous $308,000
6.82%
% of portfolio
0.05%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
1,007Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio