White Knight Strategic Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
White Knight Strategic Wealth Advisors, LLC
- $224 Million
- Q4 2024
A detailed history of White Knight Strategic Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, White Knight Strategic Wealth Advisors, LLC holds 19,708 shares of SCHM stock, worth $515,758. This represents 0.24% of its overall portfolio holdings.
Number of Shares
19,708
Previous 3,672
436.71%
Holding current value
$515,758
Previous $305,000
79.02%
% of portfolio
0.24%
Previous 0.29%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall 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