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 $86,504. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,624
Previous 3,624
-0.0%
Holding current value
$86,504
Previous $224,000
3.57%
% of portfolio
0.17%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,380Shares Held
496MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$666 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$611 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