Private Trust CO Na Schwab Strategic Tr Us Broad M Transaction History

Private Trust CO Na

  • $1.07 Billion
  • Q3 2025

A detailed history of Private Trust CO Na transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Private Trust CO Na holds 61,310 shares of SCHB stock, worth $1.58 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
61,310
Previous 60,584 1.2%
Holding current value
$1.58 Million
Previous $1.44 Million 9.22%
% of portfolio
0.15%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$23.82 - $25.84 $17,293 - $18,759
726 Added 1.2%
61,310 $1.58 Million
Q2 2025

Jul 29, 2025
BUY
$19.1 - $23.83 $11,154 - $13,916
584 Added 0.97%
60,584 $1.44 Million
Q4 2024

Feb 05, 2025
BUY
$22.01 - $66.82 $1.32 Million - $4.01 Million
60,000 New
60,000 $1.36 Million
Q2 2023

Jul 28, 2023
BUY
$47.08 - $51.7 $1,365 - $1,499
29 New
29 $1,000

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
501M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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