Aa Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Aa Financial Advisors, LLC
- $375 Billion
- Q4 2024
A detailed history of Aa Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 407,772 shares of SCHX stock, worth $9.86 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
407,772
Previous 134,163
203.94%
Holding current value
$9.86 Million
Previous $9.1 Billion
3.84%
% of portfolio
2.52%
Previous 2.64%
Shares
5 transactions
Others Institutions Holding SCHX
# of Institutions
1,361Shares Held
430MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$675 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$620 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$601 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$498 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$337 Million2.07% of portfolio