Bruce G. Allen Investments, LLC Schwab Strategic Tr Us Large C Transaction History
Bruce G. Allen Investments, LLC
- $129 Billion
- Q3 2024
A detailed history of Bruce G. Allen Investments, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 65 shares of SCHX stock, worth $1,489. This represents 0.0% of its overall portfolio holdings.
Number of Shares
65
Previous 65
-0.0%
Holding current value
$1,489
Previous $4.18 Million
5.6%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,332Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.42 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$640 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$472 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$287 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$243 Million25.33% of portfolio