Sherman Asset Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Sherman Asset Management, Inc.
- $116 Billion
- Q3 2025
A detailed history of Sherman Asset Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sherman Asset Management, Inc. holds 8,784 shares of SCHM stock, worth $256,141. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,784
Previous 9,189
4.41%
Holding current value
$256,141
Previous $258 Million
1.01%
% of portfolio
0.22%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,063Shares Held
282MCall 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