Financial Life Advisors Schwab Strategic Tr Us Large C Transaction History
Financial Life Advisors
- $306 Million
- Q3 2025
A detailed history of Financial Life Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Life Advisors holds 15,000 shares of SCHX stock, worth $398,100. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,000
Previous 15,000
-0.0%
Holding current value
$398,100
Previous $366,000
7.92%
% of portfolio
0.13%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,630Shares 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