Trust CO Of Vermont Schwab Strategic U.S. Mid Cap Transaction History
Trust CO Of Vermont
- $1.98 Billion
- Q3 2024
A detailed history of Trust CO Of Vermont transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Trust CO Of Vermont holds 1,668 shares of SCHM stock, worth $46,070. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,668
Previous 305
446.89%
Holding current value
$46,070
Previous $23,000
500.0%
% of portfolio
0.01%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
952Shares Held
109MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$716 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$272 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$198 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$65.5 Million0.18% of portfolio