Carlson Capital Management Schwab Strategic Tr Us Large C Transaction History
Carlson Capital Management
- $1.38 Billion
- Q4 2024
A detailed history of Carlson Capital Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Carlson Capital Management holds 31,392 shares of SCHX stock, worth $762,197. This represents 0.05% of its overall portfolio holdings.
Number of Shares
31,392
Previous 10,464
200.0%
Holding current value
$762,197
Previous $709,000
2.54%
% of portfolio
0.05%
Previous 0.05%
Shares
30 transactions
Others Institutions Holding SCHX
# of Institutions
1,464Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$5.01 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$2 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$854 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$780 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$637 Million8.63% of portfolio