Copley Financial Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Copley Financial Group, Inc.
- $110 Billion
- Q3 2024
A detailed history of Copley Financial Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Copley Financial Group, Inc. holds 47 shares of SCHM stock, worth $1,298. This represents 0.0% of its overall portfolio holdings.
Number of Shares
47Holding current value
$1,298% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
952Shares Held
109MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$716 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$272 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$198 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$65.5 Million0.18% of portfolio