Heritage Trust CO Schwab Strategic U.S. Mid Cap Transaction History
Heritage Trust CO
- $827 Million
- Q4 2024
A detailed history of Heritage Trust CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Heritage Trust CO holds 17,100 shares of SCHM stock, worth $437,417. This represents 0.06% of its overall portfolio holdings.
Number of Shares
17,100
Previous 5,700
200.0%
Holding current value
$437,417
Previous $443,000
6.77%
% of portfolio
0.06%
Previous 0.06%
Shares
2 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