Jdm Financial Group LLC Schwab Strategic U.S. Mid Cap Transaction History
Jdm Financial Group LLC
- $148 Billion
- Q2 2024
A detailed history of Jdm Financial Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Jdm Financial Group LLC holds 160 shares of SCHM stock, worth $4,556. This represents 0.01% of its overall portfolio holdings.
Number of Shares
160
Previous 160
-0.0%
Holding current value
$4,556
Previous $13 Million
4.42%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$738 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$280 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$205 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$92.8 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$67.5 Million0.18% of portfolio