Northwest Financial Advisors Schwab Strategic Tr Us Large C Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Northwest Financial Advisors holds 648 shares of SCHX stock, worth $14,774. This represents 0.03% of its overall portfolio holdings.
Number of Shares
648
Previous 648
-0.0%
Holding current value
$14,774
Previous $40.2 Million
3.53%
% of portfolio
0.03%
Previous 0.03%
Shares
2 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$3.4 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$637 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$470 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$286 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$242 Million25.33% of portfolio