True Link Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
True Link Financial Advisors, LLC
- $1.18 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,333Shares Held
461MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.36 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$630 Million1.88% of portfolio
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Us Bancorp \De\20.6MShares$464 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$283 Million1.17% of portfolio
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Hbk Sorce Advisory LLC Erie, PA10.6MShares$239 Million25.33% of portfolio