Gleason Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Gleason Group, Inc.
- $962 Million
- Q3 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 175,533 shares of SCHM stock, worth $5.12 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
175,533
Previous 180,601
2.81%
Holding current value
$5.12 Million
Previous $5.07 Million
2.7%
% of portfolio
0.54%
Previous 0.57%
Shares
12 transactions
Others Institutions Holding SCHM
# of Institutions
1,060Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio