Diversified Trust CO Schwab Strategic Tr Us Large C Transaction History
Diversified Trust CO
- $3.27 Billion
- Q3 2024
A detailed history of Diversified Trust CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Diversified Trust CO holds 4,979 shares of SCHX stock, worth $112,276. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,979
Previous 4,979
-0.0%
Holding current value
$112,276
Previous $319,000
5.64%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,333Shares Held
461MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.36 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$630 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$464 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$283 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$239 Million25.33% of portfolio