Legacy Private Trust Co. Schwab Strategic Tr Us Broad M Transaction History
Legacy Private Trust Co.
- $1.42 Billion
- Q1 2025
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 1,172,753 shares of SCHB stock, worth $23.7 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
1,172,753
Previous 1,470,532
20.25%
Holding current value
$23.7 Million
Previous $33.4 Million
24.68%
% of portfolio
1.77%
Previous 2.23%
Shares
21 transactions
Others Institutions Holding SCHB
# of Institutions
1,268Shares Held
482MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.22 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$360 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$242 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$207 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$189 Million13.85% of portfolio