Bryn Mawr Trust CO Schwab Strategic U.S. Mid Cap Transaction History
Bryn Mawr Trust CO
- $5.44 Billion
- Q4 2024
A detailed history of Bryn Mawr Trust CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bryn Mawr Trust CO holds 2,400 shares of SCHM stock, worth $67,056. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,400
Previous 800
200.0%
Holding current value
$67,056
Previous $66,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$799 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio