Pathway Financial Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Pathway Financial Advisors LLC
- $517 Million
- Q1 2025
A detailed history of Pathway Financial Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pathway Financial Advisors LLC holds 17,838 shares of SCHX stock, worth $391,722. This represents 0.08% of its overall portfolio holdings.
Number of Shares
17,838
Previous 17,838
-0.0%
Holding current value
$391,722
Previous $413,000
5.33%
% of portfolio
0.08%
Previous 0.1%
Shares
12 transactions
Others Institutions Holding SCHX
# of Institutions
1,476Shares Held
1.09BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.53 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.81 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$772 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$706 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$576 Million8.63% of portfolio