Colony Group LLC Schwab Strategic Tr Us Large C Transaction History
Colony Group LLC
- $6.66 Billion
- Q3 2023
A detailed history of Colony Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Colony Group LLC holds 366,118 shares of SCHX stock, worth $8.2 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
366,118
Previous 376,394
2.73%
Holding current value
$8.2 Million
Previous $19.7 Million
6.02%
% of portfolio
0.28%
Previous 0.28%
Shares
25 transactions
Others Institutions Holding SCHX
# of Institutions
1,476Shares Held
1.08BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.63 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.85 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$788 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$720 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$588 Million8.63% of portfolio