Jdm Financial Group LLC Schwab Strategic U.S. Mid Cap Transaction History
Jdm Financial Group LLC
- $197 Billion
- Q1 2025
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 480 shares of SCHM stock, worth $12,268. This represents 0.01% of its overall portfolio holdings.
Number of Shares
480
Previous 480
-0.0%
Holding current value
$12,268
Previous $13.3 Million
5.45%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
3.1KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.5 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$731 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$257 Million0.37% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$210 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$191 Million2.94% of portfolio