Gleason Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Gleason Group, Inc.
- $492 Million
- Q2 2024
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 55,929 shares of SCHM stock, worth $4.36 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
55,929
Previous 55,917
0.02%
Holding current value
$4.36 Million
Previous $4.55 Million
4.41%
% of portfolio
0.88%
Previous 0.95%
Shares
7 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.65 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$783 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$178 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$174 Million2.77% of portfolio