Bouchey Financial Group LTD Schwab Strategic U.S. Mid Cap Transaction History
Bouchey Financial Group LTD
- $1.11 Billion
- Q4 2024
A detailed history of Bouchey Financial Group LTD transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bouchey Financial Group LTD holds 38,415 shares of SCHM stock, worth $1.03 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
38,415
Previous 12,805
200.0%
Holding current value
$1.03 Million
Previous $1.06 Million
0.09%
% of portfolio
0.1%
Previous 0.1%
Shares
20 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$1.59 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$767 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$270 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$204 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$201 Million2.94% of portfolio