Bouchey Financial Group LTD Schwab Strategic U.S. Mid Cap Transaction History
Bouchey Financial Group LTD
- $964 Million
- Q1 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 12,849 shares of SCHM stock, worth $1 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,849
Previous 5,248
144.84%
Holding current value
$1 Million
Previous $395,000
164.81%
% of portfolio
0.11%
Previous 0.04%
Shares
18 transactions
Others Institutions Holding SCHM
# of Institutions
902Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.64 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$788 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$287 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$167 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$155 Million2.99% of portfolio