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 $2.24 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

39,478

Holding current value

$2.24 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

659

Shares Held

188M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

73.3M
Shares

$4.16 Billion
3.98% of portfolio
Betterment LLC New York, NY

17.3M
Shares

$982 Million
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.2M
Shares

$693 Million
0.31% of portfolio
Valmark Advisers, Inc.

5.86M
Shares

$333 Million
5.06% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$327 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Charles Schwab Trust CO Spdr Portfolio Transaction History