Washington Trust CO Schwab Strategic U.S. Mid Cap Transaction History
Washington Trust CO
- $2.83 Billion
- Q3 2024
A detailed history of Washington Trust CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Washington Trust CO holds 250 shares of SCHM stock, worth $7,257. This represents 0.0% of its overall portfolio holdings.
Number of Shares
250
Previous 250
-0.0%
Holding current value
$7,257
Previous $19,000
5.26%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio