Arbor Trust Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Arbor Trust Wealth Advisors, LLC
- $210 Million
- Q4 2024
A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 395,345 shares of SCHM stock, worth $10.1 Million. This represents 5.21% of its overall portfolio holdings.
Number of Shares
395,345
Previous 127,557
209.94%
Holding current value
$10.1 Million
Previous $10.6 Million
3.37%
% of portfolio
5.21%
Previous 5.25%
Shares
20 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall 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
-
High Tower Advisors, LLC Chicago, IL10.1MShares$258 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$194 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$191 Million2.94% of portfolio