Chapman Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Chapman Financial Group, LLC
- $125 Billion
- Q4 2024
A detailed history of Chapman Financial Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Chapman Financial Group, LLC holds 23,792 shares of SCHM stock, worth $647,856. This represents 0.53% of its overall portfolio holdings.
Number of Shares
23,792Holding current value
$647,856% of portfolio
0.53%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.6 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$787 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$273 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$241 Million3.25% of portfolio
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Northwestern Mutual Wealth Management CO8.2MShares$223 Million0.18% of portfolio