First National Trust CO Schwab Strategic U.S. Mid Cap Transaction History
First National Trust CO
- $2.56 Billion
- Q3 2024
A detailed history of First National Trust CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, First National Trust CO holds 2,631 shares of SCHM stock, worth $75,799. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,631Holding current value
$75,799% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
964Shares Held
156MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$747 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$120 Million7.44% of portfolio