Kavar Capital Partners Group, LLC Schwab Strategic Tr Us Large C Transaction History
Kavar Capital Partners Group, LLC
- $590 Million
- Q4 2024
A detailed history of Kavar Capital Partners Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kavar Capital Partners Group, LLC holds 1,352,845 shares of SCHX stock, worth $30 Million. This represents 5.31% of its overall portfolio holdings.
Number of Shares
1,352,845
Previous 436,929
209.63%
Holding current value
$30 Million
Previous $29.6 Million
5.78%
% of portfolio
5.31%
Previous 4.7%
Shares
17 transactions
Others Institutions Holding SCHX
# of Institutions
1,476Shares Held
1.07BCall 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