Johnson Financial Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Johnson Financial Group, Inc.
- $2.06 Billion
- Q2 2024
A detailed history of Johnson Financial Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Johnson Financial Group, Inc. holds 5,619 shares of SCHM stock, worth $463,623. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,619
Previous 5,838
3.75%
Holding current value
$463,623
Previous $475,000
8.0%
% of portfolio
0.02%
Previous 0.03%
Shares
21 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$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$829 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$262 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$184 Million2.77% of portfolio