Flavin Financial Services, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Flavin Financial Services, Inc.
- $103 Billion
- Q2 2025
A detailed history of Flavin Financial Services, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Flavin Financial Services, Inc. holds 8,152 shares of SCHM stock, worth $240,239. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,152
Previous 12,404
34.28%
Holding current value
$240,239
Previous $325 Million
29.64%
% of portfolio
0.22%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,060Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$318 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio