Bryn Mawr Trust CO Schwab Strategic U.S. Mid Cap Transaction History

Bryn Mawr Trust CO

$5.48 Billion
Q3 2024

A detailed history of Bryn Mawr Trust CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bryn Mawr Trust CO holds 800 shares of SCHM stock, worth $22,264. This represents 0.0% of its overall portfolio holdings.

Number of Shares

800

Holding current value

$22,264

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 25, 2024	BUY	$75.47 - $83.18 $60,376 - $66,544	800 New	800 $66,000

Others Institutions Holding SCHM

# of Institutions

950

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

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

25.9M
Shares

$722 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$274 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$200 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$90.7 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66 Million
0.18% of portfolio

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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