Bleakley Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Bleakley Financial Group, LLC
- $3.28 Trillion
- Q3 2024
A detailed history of Bleakley Financial Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bleakley Financial Group, LLC holds 190,794 shares of SCHM stock, worth $5.66 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
190,794
Previous 209,651
8.99%
Holding current value
$5.66 Million
Previous $16.3 Billion
2.84%
% of portfolio
0.48%
Previous 0.47%
Shares
8 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$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio