Colonial Trust CO / Sc Schwab Strategic Tr Us Broad M Transaction History
Colonial Trust CO / Sc
- $561 Million
- Q2 2024
A detailed history of Colonial Trust CO / Sc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Colonial Trust CO / Sc holds 1,768 shares of SCHB stock, worth $117,377. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,768
Previous 1,768
-0.0%
Holding current value
$117,377
Previous $107,000
3.74%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,148Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.41 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$410 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$312 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$258 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$243 Million18.5% of portfolio