Private Asset Management Inc Schwab Strategic Tr Us Large C Transaction History
Private Asset Management Inc
- $419 Million
- Q3 2023
A detailed history of Private Asset Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Private Asset Management Inc holds 5,030 shares of SCHX stock, worth $115,287. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,030
Previous 5,205
3.36%
Holding current value
$115,287
Previous $272,000
6.62%
% of portfolio
0.06%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding SCHX
# of Institutions
1,332Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.42 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$640 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$472 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$287 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$243 Million25.33% of portfolio