Hallmark Capital Management Inc Schwab Strategic U.S. Mid Cap Transaction History
Hallmark Capital Management Inc
- $1.32 Billion
- Q3 2024
A detailed history of Hallmark Capital Management Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hallmark Capital Management Inc holds 219 shares of SCHM stock, worth $6,169. This represents 0.0% of its overall portfolio holdings.
Number of Shares
219
Previous 219
-0.0%
Holding current value
$6,169
Previous $17,000
5.88%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$730 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$277 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$202 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.8 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.8 Million0.18% of portfolio