Barton Investment Management Schwab Strategic Tr Us Large C Transaction History
Barton Investment Management
- $915 Million
- Q4 2025
A detailed history of Barton Investment Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Barton Investment Management holds 16,800 shares of SCHX stock, worth $445,872. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,800
Previous 16,800
-0.0%
Holding current value
$445,872
Previous $442,000
0.68%
% of portfolio
0.05%
Previous 0.05%
Shares
1 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