Trust CO Of Vermont Schwab Strategic U.S. Mid Cap Transaction History
Trust CO Of Vermont
- $2.25 Billion
- Q3 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 947 shares of SCHM stock, worth $27,614. This represents 0.0% of its overall portfolio holdings.
Number of Shares
947
Previous 2,991
68.34%
Holding current value
$27,614
Previous $83,000
66.27%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding SCHM
# of Institutions
1,059Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio