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 $7,207. This represents 0.0% of its overall portfolio holdings.
Number of Shares
246Holding current value
$7,207% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
949Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$760 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$288 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$210 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$95.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$69.5 Million0.18% of portfolio