Vise Technologies, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Vise Technologies, Inc.
- $2.52 Billion
- Q3 2025
A detailed history of Vise Technologies, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Vise Technologies, Inc. holds 34,127 shares of SCHM stock, worth $995,143. This represents 0.04% of its overall portfolio holdings.
Number of Shares
34,127
Previous 88,670
61.51%
Holding current value
$995,143
Previous $2.49 Million
59.35%
% of portfolio
0.04%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,060Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio