Legacy Private Trust Co. Schwab Strategic Tr Us Dividen Transaction History
Legacy Private Trust Co.
- $1.39 Billion
- Q2 2024
A detailed history of Legacy Private Trust Co. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Private Trust Co. holds 72,027 shares of SCHD stock, worth $6.08 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
72,027
Previous 72,899
1.2%
Holding current value
$6.08 Million
Previous $5.88 Million
4.71%
% of portfolio
0.4%
Previous 0.44%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio