Private Trust CO Na Schwab Strategic Tr Us Large C Transaction History
Private Trust CO Na
- $938 Million
- Q1 2025
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 2,788 shares of SCHV stock, worth $74,718. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,788
Previous 9
30877.78%
Holding current value
$74,718
Previous $0
Infinity%
% of portfolio
0.01%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SCHV
# of Institutions
923Shares Held
335MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.43 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.09 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$884 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$442 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$310 Million0.73% of portfolio