Pensionmark Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Pensionmark Financial Group, LLC
- $3.54 Billion
- Q4 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 22,152 shares of SCHM stock, worth $587,028. This represents 0.02% of its overall portfolio holdings.
Number of Shares
22,152
Previous 7,893
180.65%
Holding current value
$587,028
Previous $655,000
6.41%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$758 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$267 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio