Hershey Financial Advisers, LLC Schwab Strategic U.S. Mid Cap Transaction History
Hershey Financial Advisers, LLC
- $117 Billion
- Q3 2025
A detailed history of Hershey Financial Advisers, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hershey Financial Advisers, LLC holds 17,655 shares of SCHM stock, worth $514,819. This represents 0.45% of its overall portfolio holdings.
Number of Shares
17,655Holding current value
$514,819% of portfolio
0.45%Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,061Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
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Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
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High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
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Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio