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
1,380Shares Held
496MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$666 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$611 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$594 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$492 Million1.81% of portfolio
-
Campbell Wealth Management15.8MShares$377 Million32.92% of portfolio