Arlington Trust CO LLC Schwab Strategic U.S. Mid Cap Transaction History

Arlington Trust CO LLC

$468 Million
Q1 2025

A detailed history of Arlington Trust CO LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Arlington Trust CO LLC holds 3,000 shares of SCHM stock, worth $76,680. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,000

Holding current value

$76,680

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$25.58 - $29.24 $76,740 - $87,720	3,000 New	3,000 $78,000

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

280M

Call Options Held

45.7K

Put Options Held

5.3K

Financial Engines Advisors L.L.C. Santa Clara, CA

58.8M
Shares

$1.5 Billion
3.31% of portfolio
Creative Planning Overland Park, KS

28.9M
Shares

$739 Million
0.72% of portfolio
High Tower Advisors, LLC Chicago, IL

10M
Shares

$257 Million
0.37% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

8.87M
Shares

$227 Million
3.25% of portfolio
Northwestern Mutual Wealth Management CO

8.2M
Shares

$210 Million
0.18% of portfolio

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Arlington Trust CO LLC Schwab Strategic U.S. Mid Cap Transaction History