Washington Trust CO Schwab Strategic U.S. Mid Cap Transaction History
Washington Trust CO
- $2.83 Billion
- Q3 2024
A detailed history of Washington Trust CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Washington Trust CO holds 250 shares of SCHM stock, worth $7,022. This represents 0.0% of its overall portfolio holdings.
Number of Shares
250
Previous 250
-0.0%
Holding current value
$7,022
Previous $19,000
5.26%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$728 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$276 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$202 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.6 Million0.18% of portfolio