Canandaigua National Bank & Trust CO Schwab Strategic Tr Us Large C Transaction History
Canandaigua National Bank & Trust CO
- $910 Million
- Q2 2024
A detailed history of Canandaigua National Bank & Trust CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Canandaigua National Bank & Trust CO holds 2,484 shares of SCHG stock, worth $253,442. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,484
Previous 2,484
-0.0%
Holding current value
$253,442
Previous $230,000
8.7%
% of portfolio
0.03%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,194Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.16 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$927 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$926 Million11.2% of portfolio
-
Envestnet Asset Management Inc8.7MShares$888 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$503 Million1.05% of portfolio