Coastline Trust CO Schwab Strategic U.S. Mid Cap Transaction History

Coastline Trust CO

$847 Million
Q3 2024

A detailed history of Coastline Trust CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Coastline Trust CO holds 100 shares of SCHM stock, worth $2,930. This represents 0.0% of its overall portfolio holdings.

Number of Shares

100

Holding current value

$2,930

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 06, 2024	BUY	$75.47 - $83.18 $7,547 - $8,318	100 New	100 $8,000

Others Institutions Holding SCHM

# of Institutions

949

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

$760 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$288 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$210 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$95.5 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$69.5 Million
0.18% of portfolio

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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