Elser Financial Planning, Inc Schwab Strategic Tr Us Large C Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q4 2024
A detailed history of Elser Financial Planning, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Elser Financial Planning, Inc holds 135,411 shares of SCHX stock, worth $2.97 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
135,411
Previous 46,353
192.13%
Holding current value
$2.97 Million
Previous $3.15 Billion
0.2%
% of portfolio
0.19%
Previous 4.56%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,479Shares Held
1.08BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.53 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.81 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$772 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$706 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$576 Million8.63% of portfolio