Dhjj Financial Advisors, Ltd. Schwab Strategic U.S. Mid Cap Transaction History
Dhjj Financial Advisors, Ltd.
- $229 Million
- Q4 2024
A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 210,955 shares of SCHM stock, worth $5.59 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
210,955
Previous 72,543
190.8%
Holding current value
$5.59 Million
Previous $6.03 Million
3.02%
% of portfolio
2.55%
Previous 2.67%
Shares
17 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$758 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$267 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio