Harfst & Associates, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Harfst & Associates, Inc.
- $444 Million
- Q3 2024
A detailed history of Harfst & Associates, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Harfst & Associates, Inc. holds 8,463 shares of SCHM stock, worth $235,525. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,463
Previous 8,603
1.63%
Holding current value
$235,525
Previous $669,000
5.08%
% of portfolio
0.16%
Previous 0.16%
Shares
26 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$722 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66 Million0.18% of portfolio