Legacy Private Trust Co. Schwab Strategic Tr Us Small C Transaction History

Legacy Private Trust Co.

$1.39 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 06, 2023	BUY	$38.25 - $43.54 $36,758 - $41,841	961 Added 9.29%	11,300 $458,000
Q3 2022 Oct 06, 2022	BUY	$37.65 - $45.9 $389,263 - $474,560	10,339 New	10,339 $391,000

Others Institutions Holding SCHA

# of Institutions

1,119

Shares Held

230M

Call Options Held

44.7K

Put Options Held

32.4K

Charles Schwab Investment Management Inc San Francisco, CA

87.1M
Shares

$4.48 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

22.1M
Shares

$1.14 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.9M
Shares

$614 Million
2.11% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$541 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.36M
Shares

$378 Million
0.51% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Private Trust Co., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Private Trust Co. with notifications on news.