Flavin Financial Services, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Flavin Financial Services, Inc.
- $109 Billion
- Q1 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 12,404 shares of SCHM stock, worth $335,528. This represents 0.3% of its overall portfolio holdings.
Number of Shares
12,404
Previous 11,108
11.67%
Holding current value
$335,528
Previous $308 Million
5.58%
% of portfolio
0.3%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,003Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.59 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$782 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$272 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$240 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$222 Million0.18% of portfolio