Charles Schwab Trust CO Schwab Strategic U.S. Mid Cap Transaction History
Charles Schwab Trust CO
- $1.44 Billion
- Q3 2025
A detailed history of Charles Schwab Trust CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Charles Schwab Trust CO holds 7,428 shares of SCHM stock, worth $218,903. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,428
Previous 7,428
-0.0%
Holding current value
$218,903
Previous $208,000
5.77%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,060Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$318 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio