Fairman Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Fairman Group, LLC
- $98.4 Billion
- Q2 2024
A detailed history of Fairman Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fairman Group, LLC holds 1,965 shares of SCHM stock, worth $153,093. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,965
Previous 1,838
6.91%
Holding current value
$153,093
Previous $150 Million
2.52%
% of portfolio
0.16%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.65 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$783 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$178 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$174 Million2.77% of portfolio