Amg National Trust Bank Schwab Strategic U.S. Mid Cap Transaction History
Amg National Trust Bank
- $3.7 Billion
- Q3 2024
A detailed history of Amg National Trust Bank transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Amg National Trust Bank holds 11,550 shares of SCHM stock, worth $321,436. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,550
Previous 11,550
-0.0%
Holding current value
$321,436
Previous $898,000
6.79%
% of portfolio
0.03%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$722 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66 Million0.18% of portfolio