Heritage Trust CO Schwab Strategic Tr Us Small C Transaction History
Heritage Trust CO
- $750 Million
- Q2 2024
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 8,600 shares of SCHA stock, worth $222,998. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,600
Previous 8,600
-0.0%
Holding current value
$222,998
Previous $423,000
3.55%
% of portfolio
0.05%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,131Shares Held
234MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.26 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$573 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$310 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$273 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$191 Million0.51% of portfolio