Financial Gravity Asset Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Financial Gravity Asset Management, Inc.
- $400 Billion
- Q2 2024
A detailed history of Financial Gravity Asset Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 246 shares of SCHM stock, worth $7,089. This represents 0.0% of its overall portfolio holdings.
Number of Shares
246Holding current value
$7,089% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
954Shares Held
124MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$747 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Fragasso Group Inc. Pittsburgh, PA3.35MShares$96.4 Million7.4% of portfolio