Halbert Hargrove Global Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Halbert Hargrove Global Advisors, LLC
- $2.02 Billion
- Q3 2025
A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 651 shares of SCHM stock, worth $18,983. This represents 0.0% of its overall portfolio holdings.
Number of Shares
651
Previous 651
-0.0%
Holding current value
$18,983
Previous $18,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,061Shares 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