Trust CO Of Vermont Schwab Strategic U.S. Mid Cap Transaction History
Trust CO Of Vermont
- $2.01 Billion
- Q4 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 2,959 shares of SCHM stock, worth $85,278. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,959
Previous 1,668
77.4%
Holding current value
$85,278
Previous $138,000
41.3%
% of portfolio
0.0%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SCHM
# of Institutions
954Shares Held
124MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$747 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Fragasso Group Inc. Pittsburgh, PA3.35MShares$96.4 Million7.4% of portfolio