Sanford Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History
Sanford Advisory Services, LLC
- $420 Million
- Q4 2022
A detailed history of Sanford Advisory Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 172,600 shares of SCHX stock, worth $4.58 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
172,600
Previous 169,483
1.84%
Holding current value
$4.58 Million
Previous $7.18 Million
8.55%
% of portfolio
1.86%
Previous 2.05%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,631Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio