Asset Management Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Asset Management Group, Inc.
- $693 Million
- Q4 2024
A detailed history of Asset Management Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Asset Management Group, Inc. holds 560,380 shares of SCHM stock, worth $14.7 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
560,380
Previous 187,251
199.27%
Holding current value
$14.7 Million
Previous $15.6 Million
0.19%
% of portfolio
2.24%
Previous 2.21%
Shares
30 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio