Private Trust CO Na Schwab Strategic Tr Us Large C Transaction History
Private Trust CO Na
- $905 Million
- Q2 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 4,212 shares of SCHG stock, worth $110,101. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,212
Previous 2,092
101.34%
Holding current value
$110,101
Previous $193,000
119.69%
% of portfolio
0.05%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,280Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$277 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$261 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$255 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$238 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$117 Million14.61% of portfolio