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 $240,476. This represents 0.23% of its overall portfolio holdings.
Number of Shares
9,189
Previous 16,362
43.84%
Holding current value
$240,476
Previous $453 Million
46.9%
% of portfolio
0.23%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,008Shares Held
273MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio