Farrell Financial LLC Schwab Strategic Tr Us Large C Transaction History
Farrell Financial LLC
- $140 Billion
- Q4 2024
A detailed history of Farrell Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Farrell Financial LLC holds 422,183 shares of SCHX stock, worth $10.2 Million. This represents 7.0% of its overall portfolio holdings.
Number of Shares
422,183
Previous 421,884
0.07%
Holding current value
$10.2 Million
Previous $9.99 Billion
2.04%
% of portfolio
7.0%
Previous 7.06%
Shares
5 transactions
Others Institutions Holding SCHX
# of Institutions
1,363Shares Held
448MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$674 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$618 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$600 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$497 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$336 Million2.07% of portfolio