Greenleaf Trust Schwab Strategic U.S. Mid Cap Transaction History
Greenleaf Trust
- $10.7 Billion
- Q1 2024
A detailed history of Greenleaf Trust transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Greenleaf Trust holds 10,298 shares of SCHM stock, worth $796,344. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,298
Previous 10,298
-0.0%
Holding current value
$796,344
Previous $775,000
8.13%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
902Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.63 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$783 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$286 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$165 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$154 Million2.99% of portfolio