First National Trust CO Schwab Strategic U.S. Mid Cap Transaction History
First National Trust CO
- $2.83 Billion
- Q3 2025
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 7,893 shares of SCHM stock, worth $230,159. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,893
Previous 7,893
-0.0%
Holding current value
$230,159
Previous $221,000
5.43%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,061Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio