North Star Asset Management Inc Schwab Strategic Tr Us Large C Transaction History
North Star Asset Management Inc
- $2.13 Billion
- Q3 2024
A detailed history of North Star Asset Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, North Star Asset Management Inc holds 162,394 shares of SCHX stock, worth $3.86 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
162,394
Previous 162,916
0.32%
Holding current value
$3.86 Million
Previous $10.5 Million
5.26%
% of portfolio
0.52%
Previous 0.52%
Shares
22 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$664 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$610 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$490 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$331 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$294 Million1.12% of portfolio