Hershey Financial Advisers, LLC Schwab Strategic U.S. Mid Cap Transaction History
Hershey Financial Advisers, LLC
- $111 Billion
- Q2 2024
A detailed history of Hershey Financial Advisers, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hershey Financial Advisers, LLC holds 32 shares of SCHM stock, worth $924. This represents 0.0% of its overall portfolio holdings.
Number of Shares
32Holding current value
$924% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
967Shares Held
147MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$749 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio