Parkside Financial Bank & Trust Schwab Strategic U.S. Mid Cap Transaction History
Parkside Financial Bank & Trust
- $702 Million
- Q3 2024
A detailed history of Parkside Financial Bank & Trust transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Parkside Financial Bank & Trust holds 9,247 shares of SCHM stock, worth $258,453. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,247
Previous 9,247
-0.0%
Holding current value
$258,453
Previous $719,000
6.82%
% of portfolio
0.11%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding SCHM
# of Institutions
951Shares Held
109MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$725 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$275 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$201 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.1 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.3 Million0.18% of portfolio