Heritage Trust CO Schwab Strategic Tr Us Small C Transaction History
Heritage Trust CO
- $740 Million
- Q1 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 $405,575. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,600
Previous 8,600
-0.0%
Holding current value
$405,575
Previous $406,000
4.19%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,103Shares Held
225MCall Options Held
56KPut Options Held
25.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.6 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.01 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$556 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$496 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$406 Million0.1% of portfolio