Hallmark Capital Management Inc Schwab Strategic U.S. Mid Cap Transaction History
Hallmark Capital Management Inc
- $1.45 Billion
- Q3 2025
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 340 shares of SCHM stock, worth $9,914. This represents 0.0% of its overall portfolio holdings.
Number of Shares
340
Previous 350
2.86%
Holding current value
$9,914
Previous $9,000
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
1,060Shares 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