Trinity Legacy Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History
Trinity Legacy Partners, LLC
- $351 Million
- Q2 2024
A detailed history of Trinity Legacy Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Trinity Legacy Partners, LLC holds 137,553 shares of SCHM stock, worth $3.84 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
137,553
Previous 134,760
2.07%
Holding current value
$3.84 Million
Previous $11 Million
2.44%
% of portfolio
3.05%
Previous 3.22%
Shares
23 transactions
Others Institutions Holding SCHM
# of Institutions
927Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$593 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$275 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$88.8 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63.8 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$62.3 Million2.77% of portfolio