Citizens National Bank Trust Department Schwab Strategic Tr Us Large C Transaction History
Citizens National Bank Trust Department
- $471 Million
- Q4 2024
A detailed history of Citizens National Bank Trust Department transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Citizens National Bank Trust Department holds 7,452 shares of SCHG stock, worth $204,110. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,452
Previous 1,863
300.0%
Holding current value
$204,110
Previous $194,000
6.7%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,465Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$42.8 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.16 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.09 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.07 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.05 Billion1.41% of portfolio