Davidson Trust CO Schwab Strategic Tr Us Small C Transaction History
Davidson Trust CO
- $239 Million
- Q3 2025
A detailed history of Davidson Trust CO transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Davidson Trust CO holds 25,588 shares of SCHA stock, worth $713,393. This represents 0.3% of its overall portfolio holdings.
Number of Shares
25,588
Previous 25,588
-0.0%
Holding current value
$713,393
Previous $647,000
10.2%
% of portfolio
0.3%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding SCHA
# of Institutions
1,299Shares Held
259MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$932 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$530 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$432 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$293 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$153 Million0.28% of portfolio