Jdm Financial Group LLC Schwab Strategic U.S. Mid Cap Transaction History
Jdm Financial Group LLC
- $148 Billion
- Q2 2024
A detailed history of Jdm Financial Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Jdm Financial Group LLC holds 160 shares of SCHM stock, worth $13,286. This represents 0.01% of its overall portfolio holdings.
Number of Shares
160
Previous 160
-0.0%
Holding current value
$13,286
Previous $13 Million
4.42%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio