Hallmark Capital Management Inc Schwab Strategic U.S. Mid Cap Transaction History
Hallmark Capital Management Inc
- $1.31 Billion
- Q4 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 657 shares of SCHM stock, worth $18,888. This represents 0.0% of its overall portfolio holdings.
Number of Shares
657
Previous 219
200.0%
Holding current value
$18,888
Previous $18,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
980Shares Held
173MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$745 Million4.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$290 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$164 Million5.7% of portfolio