Legacy Private Trust Co. Schwab Strategic Tr Us Broad M Transaction History
Legacy Private Trust Co.
- $1.46 Billion
- Q3 2024
A detailed history of Legacy Private Trust Co. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Legacy Private Trust Co. holds 474,401 shares of SCHB stock, worth $10.6 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
474,401
Previous 483,142
1.81%
Holding current value
$10.6 Million
Previous $30.4 Million
3.89%
% of portfolio
2.16%
Previous 2.19%
Shares
19 transactions
Others Institutions Holding SCHB
# of Institutions
1,158Shares Held
168MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$475 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$138 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$105 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$87.3 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$85.8 Million18.64% of portfolio