Heritage Trust CO Schwab Strategic Tr Us Small C Transaction History
Heritage Trust CO
- $911 Million
- Q3 2025
A detailed history of Heritage Trust CO transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Heritage Trust CO holds 14,329 shares of SCHA stock, worth $393,044. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,329
Previous 14,329
-0.0%
Holding current value
$393,044
Previous $362,000
10.22%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,330Shares Held
260MCall Options Held
104KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO34.2MShares$938 Million2.66% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$474 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.7MShares$403 Million0.46% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Northwestern Mutual Wealth Management CO5.24MShares$144 Million0.1% of portfolio