Heritage Trust CO Schwab Strategic Tr Us Large C Transaction History

Heritage Trust CO

$750 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	$56.56 - $57.5 $320,525 - $325,852	-5,667 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	N/A	5,667 New	5,667 $318,000

Others Institutions Holding SCHV

# of Institutions

834

Shares Held

112M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

19.5M
Shares

$546 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$340 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$301 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$136 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$119 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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