Trust CO Of Vermont Schwab Strategic U.S. Mid Cap Transaction History
Trust CO Of Vermont
- $1.83 Billion
- Q2 2024
A detailed history of Trust CO Of Vermont transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Trust CO Of Vermont holds 305 shares of SCHM stock, worth $25,080. This represents 0.0% of its overall portfolio holdings.
Number of Shares
305
Previous 305
-0.0%
Holding current value
$25,080
Previous $24,000
4.17%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio