Breakthru Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History
Breakthru Advisory Services, LLC
- $156 Billion
- Q4 2025
A detailed history of Breakthru Advisory Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Breakthru Advisory Services, LLC holds 45,378 shares of SCHX stock, worth $1.2 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
45,378
Previous 45,320
0.13%
Holding current value
$1.2 Million
Previous $1.19 Billion
2.29%
% of portfolio
0.78%
Previous 0.79%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,634Shares 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