First Personal Financial Services Schwab Strategic Tr Us Large C Transaction History
First Personal Financial Services
- $472 Million
- Q3 2024
A detailed history of First Personal Financial Services transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, First Personal Financial Services holds 250 shares of SCHX stock, worth $6,635. This represents 0.0% of its overall portfolio holdings.
Number of Shares
250Holding current value
$6,635% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,633Shares 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