Sovran Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Sovran Advisors, LLC
- $1.18 Trillion
- Q4 2025
A detailed history of Sovran Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sovran Advisors, LLC holds 36,550 shares of SCHX stock, worth $970,037. This represents 0.08% of its overall portfolio holdings.
Number of Shares
36,550
Previous 44,161
17.23%
Holding current value
$970,037
Previous $1.19 Billion
15.76%
% of portfolio
0.08%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,639Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio