Sandy Spring Bank Schwab Strategic U.S. Mid Cap Transaction History
Sandy Spring Bank
- $2.4 Billion
- Q3 2024
A detailed history of Sandy Spring Bank transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sandy Spring Bank holds 4,255 shares of SCHM stock, worth $117,480. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,255
Previous 3,436
23.84%
Holding current value
$117,480
Previous $267,000
32.21%
% of portfolio
0.01%
Previous 0.01%
Shares
22 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio