Canandaigua National Bank & Trust CO Schwab Strategic Tr Us Broad M Transaction History
Canandaigua National Bank & Trust CO
- $997 Million
- Q4 2024
A detailed history of Canandaigua National Bank & Trust CO transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Canandaigua National Bank & Trust CO holds 15,900 shares of SCHB stock, worth $377,625. This represents 0.04% of its overall portfolio holdings.
Number of Shares
15,900
Previous 5,300
200.0%
Holding current value
$377,625
Previous $352,000
2.27%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,259Shares Held
444MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$550 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$422 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$272 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$242 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$221 Million13.85% of portfolio