Modus Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Modus Advisors, LLC
- $295 Million
- Q3 2024
A detailed history of Modus Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Modus Advisors, LLC holds 5,580 shares of SCHX stock, worth $125,829. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,580
Previous 5,580
-0.0%
Holding current value
$125,829
Previous $358,000
5.59%
% of portfolio
0.13%
Previous 0.13%
Shares
18 transactions
Others Institutions Holding SCHX
# of Institutions
1,335Shares Held
461MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.36 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$630 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$464 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$283 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$239 Million25.33% of portfolio