Citizens National Bank Trust Department Schwab Strategic Tr Us Large C Transaction History
Citizens National Bank Trust Department
- $465 Million
- Q1 2025
A detailed history of Citizens National Bank Trust Department transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Citizens National Bank Trust Department holds 2,965 shares of SCHV stock, worth $76,467. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,965
Previous 3,600
17.64%
Holding current value
$76,467
Previous $93,000
16.13%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
909Shares Held
331MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.43 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$851 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$425 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$261 Million0.66% of portfolio