D.B. Root & Company, LLC Schwab Strategic Tr Us Large C Transaction History
D.B. Root & Company, LLC
- $304 Million
- Q4 2024
A detailed history of D.B. Root & Company, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, D.B. Root & Company, LLC holds 1,120,168 shares of SCHX stock, worth $24.9 Million. This represents 8.54% of its overall portfolio holdings.
Number of Shares
1,120,168
Previous 374,570
199.05%
Holding current value
$24.9 Million
Previous $25.4 Million
2.17%
% of portfolio
8.54%
Previous 8.58%
Shares
29 transactions
Others Institutions Holding SCHX
# of Institutions
1,476Shares Held
1.08BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.58 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.83 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$781 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$714 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$583 Million8.63% of portfolio