Private Trust CO Na Schwab Strategic Tr Us Dividen Transaction History
Private Trust CO Na
- $944 Million
- Q4 2024
A detailed history of Private Trust CO Na transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Trust CO Na holds 78,663 shares of SCHD stock, worth $2.19 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
78,663
Previous 26,238
199.81%
Holding current value
$2.19 Million
Previous $2.22 Million
3.07%
% of portfolio
0.23%
Previous 0.23%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,928Shares Held
818MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio