Gleason Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Gleason Group, Inc.
- $547 Million
- Q1 2025
A detailed history of Gleason Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Gleason Group, Inc. holds 178,374 shares of SCHM stock, worth $4.38 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
178,374
Previous 183,845
2.98%
Holding current value
$4.38 Million
Previous $5.09 Million
8.36%
% of portfolio
0.85%
Previous 0.9%
Shares
10 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$184 Million2.94% of portfolio