Heritage Trust CO Schwab Strategic Tr Us Large C Transaction History

Heritage Trust CO

$740 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	N/A	-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

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

0

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

19M
Shares

$1.4 Billion
3.26% of portfolio
Sei Investments CO Oaks, PA

10.9M
Shares

$810 Million
1.25% of portfolio
Mather Group, Llc. Chicago, IL

10.5M
Shares

$777 Million
12.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.58M
Shares

$338 Million
0.8% of portfolio
Avantax Planning Partners, Inc.

4.1M
Shares

$303 Million
10.12% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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