Trustcore Financial Services, LLC Schwab Strategic U.S. Mid Cap Transaction History
Trustcore Financial Services, LLC
- $1.13 Billion
- Q4 2022
A detailed history of Trustcore Financial Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Trustcore Financial Services, LLC holds 49,467 shares of SCHM stock, worth $1.33 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
49,467
Previous 50,540
2.12%
Holding current value
$1.33 Million
Previous $3.06 Million
6.08%
% of portfolio
0.29%
Previous 0.29%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.59 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$766 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$270 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$203 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$200 Million2.94% of portfolio