Sp Asset Management LLC Schwab Strategic Tr Us Large C Transaction History
Sp Asset Management LLC
- $1.2 Billion
- Q3 2024
A detailed history of Sp Asset Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sp Asset Management LLC holds 3,533 shares of SCHX stock, worth $84,368. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,533
Previous 3,532
0.03%
Holding current value
$84,368
Previous $226,000
5.75%
% of portfolio
0.02%
Previous 0.02%
Shares
2 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
-
Mercer Global Advisors Inc Denver, CO13.9MShares$332 Million2.07% of portfolio