Trust Point Inc. Schwab Strategic U.S. Mid Cap Transaction History
Trust Point Inc.
- $1.25 Trillion
- Q2 2024
A detailed history of Trust Point Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Trust Point Inc. holds 219,484 shares of SCHM stock, worth $17.7 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
219,484
Previous 216,113
1.56%
Holding current value
$17.7 Million
Previous $17.6 Billion
2.93%
% of portfolio
1.37%
Previous 1.38%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
901Shares Held
96.1MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.7 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$817 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$298 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.07MShares$167 Million0.4% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$161 Million2.99% of portfolio