Canandaigua National Bank & Trust CO Schwab Strategic Tr Us Broad M Transaction History
Canandaigua National Bank & Trust CO
- $1.04 Billion
- Q3 2024
A detailed history of Canandaigua National Bank & Trust CO transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Canandaigua National Bank & Trust CO holds 5,300 shares of SCHB stock, worth $121,741. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,300
Previous 5,300
-0.0%
Holding current value
$121,741
Previous $333,000
5.71%
% of portfolio
0.03%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,162Shares Held
170MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$486 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$142 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$108 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$89.4 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.8 Million18.64% of portfolio