Heritage Trust CO Schwab Strategic Tr Us Small C Transaction History
Heritage Trust CO
- $750 Million
- Q2 2024
A detailed history of Heritage Trust CO transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Heritage Trust CO holds 8,600 shares of SCHA stock, worth $225,406. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,600
Previous 8,600
-0.0%
Holding current value
$225,406
Previous $423,000
3.55%
% of portfolio
0.05%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,147Shares Held
147MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$580 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$322 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$276 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$192 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$78.4 Million0.34% of portfolio