Trust CO Of Vermont Schwab Strategic U.S. Mid Cap Transaction History
Trust CO Of Vermont
- $1.96 Billion
- Q1 2025
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 2,991 shares of SCHM stock, worth $76,449. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,991
Previous 2,959
1.08%
Holding current value
$76,449
Previous $81,000
3.7%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
1,000Shares Held
284MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.52 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$731 Million0.77% of portfolio
-
Horizon Financial Services, LLC11.3MShares$289 Million9.97% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$258 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$194 Million0.18% of portfolio