Penney Financial, LLC Schwab Strategic Tr Us Large C Transaction History
Penney Financial, LLC
- $149 Billion
- Q4 2024
A detailed history of Penney Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Penney Financial, LLC holds 9,816 shares of SCHX stock, worth $234,111. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,816
Previous 3,272
200.0%
Holding current value
$234,111
Previous $222 Million
2.49%
% of portfolio
0.15%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,411Shares Held
764MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.92 Billion6.33% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$767 Million29.48% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$666 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$611 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$593 Million46.39% of portfolio