Private Trust CO Na Schwab Strategic Tr Us Large C Transaction History

Private Trust CO Na

$908 Million
Q1 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 107 shares of SCHV stock, worth $7,913. This represents 0.0% of its overall portfolio holdings.

Number of Shares

107

Holding current value

$7,913

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$68.82 - $75.98 $7,363 - $8,129	107 New	107 $8,000
Q3 2023 Oct 18, 2023	SELL	$64.45 - $69.39 $3,286 - $3,538	-51 Reduced 83.61%	10 $0
Q1 2023 Apr 12, 2023	BUY	$62.59 - $69.3 $3,817 - $4,227	61 New	61 $4,000

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

19M
Shares

$1.4 Billion
3.26% of portfolio
Sei Investments CO Oaks, PA

10.9M
Shares

$810 Million
1.25% of portfolio
Mather Group, Llc. Chicago, IL

10.5M
Shares

$777 Million
12.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.58M
Shares

$338 Million
0.8% of portfolio
Avantax Planning Partners, Inc.

4.1M
Shares

$303 Million
10.12% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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