Sherman Asset Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Sherman Asset Management, Inc.
- $113 Billion
- Q2 2025
A detailed history of Sherman Asset Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sherman Asset Management, Inc. holds 9,189 shares of SCHM stock, worth $270,707. This represents 0.23% of its overall portfolio holdings.
Number of Shares
9,189
Previous 9,189
-0.0%
Holding current value
$270,707
Previous $241 Million
7.06%
% of portfolio
0.23%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,047Shares Held
280MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio