Sherman Asset Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Sherman Asset Management, Inc.
- $105 Billion
- Q1 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 $248,562. This represents 0.23% of its overall portfolio holdings.
Number of Shares
9,189
Previous 16,362
43.84%
Holding current value
$248,562
Previous $453 Million
46.9%
% of portfolio
0.23%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.59 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$782 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$272 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$240 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$222 Million0.18% of portfolio