St. Louis Trust CO Schwab Strategic U.S. Mid Cap Transaction History
St. Louis Trust CO
- $641 Million
- Q1 2024
A detailed history of St. Louis Trust CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, St. Louis Trust CO holds 20,185 shares of SCHM stock, worth $1.57 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
20,185
Previous 20,185
-0.0%
Holding current value
$1.57 Million
Previous $1.52 Million
8.09%
% of portfolio
0.26%
Previous 0.26%
Shares
9 transactions
Others Institutions Holding SCHM
# of Institutions
901Shares 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$785 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$286 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$166 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$155 Million2.99% of portfolio