Strategic Investment Advisors Schwab Strategic Tr Us Large C Transaction History
Strategic Investment Advisors
- $940 Million
- Q4 2024
A detailed history of Strategic Investment Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Investment Advisors holds 8,724 shares of SCHX stock, worth $208,067. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,724
Previous 2,969
193.84%
Holding current value
$208,067
Previous $201,000
0.5%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,411Shares Held
764MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.92 Billion6.33% of portfolio
-
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$593 Million46.39% of portfolio
-
Campbell Wealth Management15.8MShares$376 Million32.92% of portfolio