Heritage Trust CO Schwab Strategic Tr Us Large C Transaction History

Heritage Trust CO

  • $827 Million
  • Q4 2024

A detailed history of Heritage Trust CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Heritage Trust CO holds 94,572 shares of SCHX stock, worth $2.22 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
94,572
Previous 49,600 90.67%
Holding current value
$2.22 Million
Previous $3.19 Million 31.2%
% of portfolio
0.27%
Previous 0.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$22.4 - $68.28 $1.01 Million - $3.07 Million
44,972 Added 90.67%
94,572 $2.19 Million
Q1 2024

May 10, 2024
SELL
$55.41 - $62.08 $687,084 - $769,792
-12,400 Reduced 20.0%
49,600 $3.08 Million
Q2 2023

Aug 11, 2023
BUY
$47.67 - $52.37 $2.96 Million - $3.25 Million
62,000 New
62,000 $3.25 Million

Others Institutions Holding SCHX

# of Institutions
1,469
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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