Flavin Financial Services, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Flavin Financial Services, Inc.
- $141 Billion
- Q3 2025
A detailed history of Flavin Financial Services, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Flavin Financial Services, Inc. holds 15,243 shares of SCHM stock, worth $444,485. This represents 0.32% of its overall portfolio holdings.
Number of Shares
15,243
Previous 8,152
86.98%
Holding current value
$444,485
Previous $229 Million
97.58%
% of portfolio
0.32%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,059Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio