Bouchey Financial Group LTD Schwab Strategic U.S. Mid Cap Transaction History
Bouchey Financial Group LTD
- $1.13 Billion
- Q2 2025
A detailed history of Bouchey Financial Group LTD transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bouchey Financial Group LTD holds 38,610 shares of SCHM stock, worth $1.16 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
38,610
Previous 38,415
0.51%
Holding current value
$1.16 Million
Previous $1.01 Million
7.65%
% of portfolio
0.1%
Previous 0.09%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
1,041Shares Held
284MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.81 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$888 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$318 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$308 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$284 Million3.22% of portfolio