Wilbanks Smith & Thomas Asset Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 40,770 shares of SCHM stock, worth $3.35 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
40,770
Previous 41,981
2.88%
Holding current value
$3.35 Million
Previous $3.16 Million
4.97%
% of portfolio
0.09%
Previous 0.1%
Shares
28 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio