Legacy Private Trust Co. Schwab Strategic Tr Us Dividen Transaction History
Legacy Private Trust Co.
- $1.42 Billion
- Q1 2025
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 204,403 shares of SCHD stock, worth $5.64 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
204,403
Previous 212,492
3.81%
Holding current value
$5.64 Million
Previous $5.81 Million
2.89%
% of portfolio
0.4%
Previous 0.39%
Shares
30 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio