Old Point Trust & Financial Services N A Schwab Strategic U.S. Mid Cap Transaction History
Old Point Trust & Financial Services N A
- $308 Million
- Q3 2025
A detailed history of Old Point Trust & Financial Services N A transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Old Point Trust & Financial Services N A holds 126 shares of SCHM stock, worth $3,711. This represents 0.0% of its overall portfolio holdings.
Number of Shares
126
Previous 126
-0.0%
Holding current value
$3,711
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,048Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio