Verity & Verity, LLC Schwab Strategic U.S. Mid Cap Transaction History
Verity & Verity, LLC
- $875 Million
- Q2 2024
A detailed history of Verity & Verity, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Verity & Verity, LLC holds 3,621 shares of SCHM stock, worth $101,206. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,621
Previous 3,621
-0.0%
Holding current value
$101,206
Previous $281,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.2MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$593 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$275 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$88.8 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63.8 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$62.3 Million2.77% of portfolio