Gemmer Asset Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Gemmer Asset Management LLC
- $1.08 Billion
- Q2 2025
A detailed history of Gemmer Asset Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Gemmer Asset Management LLC holds 1,408,203 shares of SCHM stock, worth $40.7 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
1,408,203
Previous 1,554,746
9.43%
Holding current value
$40.7 Million
Previous $40.7 Million
2.92%
% of portfolio
3.64%
Previous 4.21%
Shares
32 transactions
Others Institutions Holding SCHM
# of Institutions
1,019Shares Held
284MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.7 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$836 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$290 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$256 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$237 Million0.18% of portfolio