Global Financial Private Client, LLC Schwab Strategic Tr Us Large C Transaction History
Global Financial Private Client, LLC
- $267 Billion
- Q4 2024
A detailed history of Global Financial Private Client, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Global Financial Private Client, LLC holds 192 shares of SCHX stock, worth $4,435. This represents 0.0% of its overall portfolio holdings.
Number of Shares
192
Previous 64
200.0%
Holding current value
$4,435
Previous $4.34 Million
2.51%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,362Shares Held
364MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$645 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$592 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$476 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$321 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$285 Million1.12% of portfolio