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 $118,998. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,979
Previous 4,979
-0.0%
Holding current value
$118,998
Previous $319,000
5.64%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$667 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$612 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$492 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$333 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$295 Million1.12% of portfolio