First National Trust CO Schwab Strategic U.S. Mid Cap Transaction History

First National Trust CO

$2.56 Billion
Q3 2024

A detailed history of First National Trust CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, First National Trust CO holds 2,631 shares of SCHM stock, worth $73,220. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,631

Holding current value

$73,220

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	BUY	$75.47 - $83.18 $198,561 - $218,846	2,631 New	2,631 $218,000

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
Sector ETFs
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First National Trust CO Schwab Strategic U.S. Mid Cap Transaction History