Spotlight Asset Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Spotlight Asset Group, Inc.
- $140 Million
- Q2 2024
A detailed history of Spotlight Asset Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Spotlight Asset Group, Inc. holds 3,624 shares of SCHX stock, worth $83,170. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,624
Previous 3,624
-0.0%
Holding current value
$83,170
Previous $224,000
3.57%
% of portfolio
0.17%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,330Shares Held
459MCall 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$641 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$473 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$288 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$243 Million25.33% of portfolio