Heritage Trust CO Schwab Strategic Tr Us Large C Transaction History

Heritage Trust CO

  • $740 Million
  • Q1 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 $3.22 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
49,600
Previous 62,000 20.0%
Holding current value
$3.22 Million
Previous $3.5 Million 11.96%
% of portfolio
0.42%
Previous 0.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$55.41 - $62.08 $687,084 - $769,792
-12,400 Reduced 20.0%
49,600 $3.08 Million
Q2 2023

Aug 11, 2023
BUY
$47.67 - $52.37 $2.96 Million - $3.25 Million
62,000 New
62,000 $3.25 Million

Others Institutions Holding SCHX

# of Institutions
1,258
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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