Private Trust CO Na Schwab Strategic Tr Us Large C Transaction History
Private Trust CO Na
- $964 Million
- Q3 2024
A detailed history of Private Trust CO Na transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Private Trust CO Na holds 5,552 shares of SCHG stock, worth $152,124. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,552
Previous 4,212
31.81%
Holding current value
$152,124
Previous $424,000
36.32%
% of portfolio
0.06%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,310Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$308 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$300 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$262 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$133 Million5.48% of portfolio