Sherman Asset Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Sherman Asset Management, Inc.
- $109 Billion
- Q4 2024
A detailed history of Sherman Asset Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sherman Asset Management, Inc. holds 16,362 shares of SCHM stock, worth $474,498. This represents 0.41% of its overall portfolio holdings.
Number of Shares
16,362Holding current value
$474,498% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
971Shares Held
157MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$752 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio