Dunhill Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History

Dunhill Financial, LLC

$409 Billion
Q4 2025

A detailed history of Dunhill Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Dunhill Financial, LLC holds 411 shares of SCHM stock, worth $11,984. This represents 0.0% of its overall portfolio holdings.

Number of Shares

411

Holding current value

$11,984

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 29, 2026	BUY	$28.9 - $30.17 $11,877 - $12,399	411 New	411 $12.4 Million

Others Institutions Holding SCHM

# of Institutions

1,072

Shares Held

283M

Call Options Held

8.7K

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

58.8M
Shares

$1.71 Billion
3.34% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$861 Million
0.68% of portfolio
High Tower Advisors, LLC Chicago, IL

10.8M
Shares

$314 Million
0.38% of portfolio
Northwestern Mutual Wealth Management CO

10.5M
Shares

$305 Million
0.21% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

10M
Shares

$292 Million
2.42% of portfolio

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dunhill Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dunhill Financial, LLC with notifications on news.

Account

Dunhill Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History