Berkeley, Inc Schwab Strategic Tr Us Large C Transaction History

Berkeley, Inc

$124 Billion
Q4 2020

A detailed history of Berkeley, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Berkeley, Inc holds 46,645 shares of SCHX stock, worth $1.1 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares

46,645

Holding current value

$1.1 Million

% of portfolio

3.43%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 28, 2025	BUY	$39.35 - $45.48 $1.84 Million - $2.12 Million	46,645 New	46,645 $4.24 Billion

Others Institutions Holding SCHX

# of Institutions

1,470

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

Us Bancorp \De\

206M
Shares

$4.85 Billion
6.33% of portfolio
Creative Planning Overland Park, KS

82.5M
Shares

$1.94 Billion
1.86% of portfolio
Sei Investments CO Oaks, PA

35.2M
Shares

$827 Million
1.08% of portfolio
Hbk Sorce Advisory LLC Erie, PA

32.1M
Shares

$756 Million
29.48% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

26.2M
Shares

$617 Million
8.63% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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