Bleakley Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Bleakley Financial Group, LLC
- $3.32 Trillion
- Q4 2024
A detailed history of Bleakley Financial Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bleakley Financial Group, LLC holds 518,409 shares of SCHM stock, worth $15 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
518,409
Previous 190,794
171.71%
Holding current value
$15 Million
Previous $15.9 Billion
9.39%
% of portfolio
0.43%
Previous 0.48%
Shares
9 transactions
Others Institutions Holding SCHM
# of Institutions
1,001Shares Held
268MCall Options Held
13.2KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.72 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$826 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$291 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$219 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$216 Million2.94% of portfolio