Legacy Private Trust Co. Schwab Strategic Tr Us Dividen Transaction History
Legacy Private Trust Co.
- $1.66 Billion
- Q4 2025
A detailed history of Legacy Private Trust Co. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Private Trust Co. holds 198,129 shares of SCHD stock, worth $5.4 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
198,129
Previous 199,021
0.45%
Holding current value
$5.4 Million
Previous $5.43 Million
0.66%
% of portfolio
0.32%
Previous 0.33%
Shares
33 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
869MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio