Hallmark Capital Management Inc Schwab Strategic U.S. Mid Cap Transaction History
Hallmark Capital Management Inc
- $1.32 Billion
- Q3 2024
A detailed history of Hallmark Capital Management Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hallmark Capital Management Inc holds 219 shares of SCHM stock, worth $6,394. This represents 0.0% of its overall portfolio holdings.
Number of Shares
219
Previous 219
-0.0%
Holding current value
$6,394
Previous $17,000
5.88%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
956Shares Held
138MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$757 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$210 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$167 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$122 Million7.44% of portfolio