Charles Schwab Trust CO Spdr Portfolio Transaction History

Charles Schwab Trust CO

$1.14 Billion
Q4 2024

A detailed history of Charles Schwab Trust CO transactions in Spdr Portfolio stock. As of the latest transaction made, Charles Schwab Trust CO holds 39,478 shares of SPMD stock, worth $2.14 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

39,478

Holding current value

$2.14 Million

% of portfolio

0.19%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$54.13 - $59.56 $2.14 Million - $2.35 Million	39,478 New	39,478 $2.16 Million

Others Institutions Holding SPMD

# of Institutions

718

Shares Held

204M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$4.18 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$974 Million
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$700 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$326 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$312 Million
10.91% of portfolio

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About SPDR PORTFOLIO

Ticker SPMD
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Charles Schwab Trust CO Spdr Portfolio Transaction History