Ronald Blue Trust, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Ronald Blue Trust, Inc.
- $7.7 Billion
- Q4 2024
A detailed history of Ronald Blue Trust, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ronald Blue Trust, Inc. holds 2,812 shares of SCHM stock, worth $81,379. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,812
Previous 938
199.79%
Holding current value
$81,379
Previous $25,000
208.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
965Shares Held
151MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$750 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio