Bouchey Financial Group LTD Schwab Strategic U.S. Mid Cap Transaction History
Bouchey Financial Group LTD
- $1.05 Billion
- Q3 2024
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 12,805 shares of SCHM stock, worth $356,363. This represents 0.1% of its overall portfolio holdings.
Number of Shares
12,805
Previous 12,849
0.34%
Holding current value
$356,363
Previous $1 Million
6.3%
% of portfolio
0.1%
Previous 0.1%
Shares
19 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$722 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66 Million0.18% of portfolio