Savvy Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Savvy Advisors, Inc.
- $492 Billion
- Q3 2024
A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Savvy Advisors, Inc. holds 104,721 shares of SCHX stock, worth $2.49 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
104,721
Previous 73,092
43.27%
Holding current value
$2.49 Million
Previous $4.7 Billion
51.3%
% of portfolio
1.44%
Previous 1.53%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$664 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$610 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$490 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$331 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$294 Million1.12% of portfolio