South Shore Capital Advisors Schwab Strategic Tr Us Large C Transaction History
South Shore Capital Advisors
- $42.9 Million
- Q3 2022
A detailed history of South Shore Capital Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, South Shore Capital Advisors holds 4,854 shares of SCHX stock, worth $115,913. This represents 0.48% of its overall portfolio holdings.
Number of Shares
4,854
Previous 4,854
-0.0%
Holding current value
$115,913
Previous $217,000
5.07%
% of portfolio
0.48%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,379Shares Held
472MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$667 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$612 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$594 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$492 Million1.81% of portfolio
-
Campbell Wealth Management15.8MShares$377 Million32.92% of portfolio