Diversified Management Inc Schwab Strategic U.S. Mid Cap Transaction History
Diversified Management Inc
- $428 Billion
- Q4 2025
A detailed history of Diversified Management Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Diversified Management Inc holds 21,903 shares of SCHM stock, worth $638,691. This represents 0.15% of its overall portfolio holdings.
Number of Shares
21,903Holding current value
$638,691% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,067Shares Held
282MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
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Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
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High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
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Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio