Trust CO Of Vermont Schwab Strategic Tr Us Large C Transaction History

Trust CO Of Vermont

$1.98 Billion
Q3 2024

A detailed history of Trust CO Of Vermont transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Trust CO Of Vermont holds 23 shares of SCHG stock, worth $630. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$630

% of portfolio

0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$92.63 - $105.69 $2,130 - $2,430	23 New	23 $2,000
Q2 2020 Jul 17, 2020	SELL	$37.99 - $51.32 $12,042 - $16,268	-317 Closed	0 $0
Q1 2020 Apr 24, 2020	BUY	$34.6 - $51.17 $10,968 - $16,220	317 New	317 $25,000
Q3 2018 Oct 26, 2018	SELL	N/A	-52 Closed	0 $0
Q2 2018 Jul 11, 2018	SELL	N/A	-6 Reduced 10.34%	52 $4,000
Q1 2018 May 18, 2018	SELL	N/A	-6 Reduced 9.38%	58 $4,000
Q3 2017 Oct 24, 2017	BUY	N/A	64	64 $4,000

Others Institutions Holding SCHG

# of Institutions

1,309

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

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

11.3M
Shares

$308 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$300 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$268 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$262 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$133 Million
5.48% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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