Halbert Hargrove Global Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Halbert Hargrove Global Advisors, LLC

  • $2.02 Billion
  • Q3 2025

A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 651 shares of SCHM stock, worth $19,178. This represents 0.0% of its overall portfolio holdings.

Number of Shares
651
Previous 651 -0.0%
Holding current value
$19,178
Previous $18,000 5.56%
% of portfolio
0.0%
Previous 0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$27.54 - $83.04 $17,928 - $54,059
651 New
651 $18,000

Others Institutions Holding SCHM

# of Institutions
1,048
Shares Held
281M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Halbert Hargrove Global Advisors, LLC Portfolio

Follow Halbert Hargrove Global Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Halbert Hargrove Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Halbert Hargrove Global Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email