Private Trust CO Na Schwab Strategic Tr Long Term Transaction History

Private Trust CO Na

$1.06 Billion
Q4 2025

A detailed history of Private Trust CO Na transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Private Trust CO Na holds 573 shares of SCHQ stock, worth $18,427. This represents 0.0% of its overall portfolio holdings.

Number of Shares

573

Holding current value

$18,427

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 26, 2026	BUY	$32.05 - $33.17 $18,364 - $19,006	573 New	573 $18,000

Others Institutions Holding SCHQ

# of Institutions

117

Shares Held

14.5M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

3.02M
Shares

$97 Million
0.03% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.28M
Shares

$41.3 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

914K
Shares

$29.4 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

830K
Shares

$26.7 Million
0.08% of portfolio
Morgan Stanley New York, NY

614K
Shares

$19.7 Million
0.0% of portfolio

View Full List

About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
Sector ETFs
Industry ETFs

More about SCHQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Trust CO Na, based on Form 13F filings with the SEC.

News

Stay updated on Private Trust CO Na with notifications on news.

Account