Heritage Trust CO Schwab Strategic Tr Us Large C Transaction History
Heritage Trust CO
- $750 Million
- Q2 2024
A detailed history of Heritage Trust CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Heritage Trust CO holds 49,600 shares of SCHX stock, worth $1.18 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
49,600
Previous 49,600
-0.0%
Holding current value
$1.18 Million
Previous $3.08 Million
3.51%
% of portfolio
0.42%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,352Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$664 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$609 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$490 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$331 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$294 Million1.12% of portfolio