Charles Schwab Trust CO Spdr Portfolio Transaction History
Charles Schwab Trust CO
- $1.44 Billion
- Q3 2025
A detailed history of Charles Schwab Trust CO transactions in Spdr Portfolio stock. As of the latest transaction made, Charles Schwab Trust CO holds 41,854 shares of SPMD stock, worth $2.36 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
41,854
Previous 43,854
4.56%
Holding current value
$2.36 Million
Previous $2.38 Million
0.38%
% of portfolio
0.17%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
805Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio