Romano Brothers And Company Schwab Strategic U.S. Mid Cap Transaction History
Romano Brothers And Company
- $776 Million
- Q4 2024
A detailed history of Romano Brothers And Company transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Romano Brothers And Company holds 7,500 shares of SCHM stock, worth $217,800. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,500
Previous 2,625
185.71%
Holding current value
$217,800
Previous $218,000
5.05%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
960Shares Held
142MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$753 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$209 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio