West Hill Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
West Hill Financial Advisors, Inc.
- $445 Million
- Q4 2024
A detailed history of West Hill Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 28,386 shares of SCHX stock, worth $630,169. This represents 0.15% of its overall portfolio holdings.
Number of Shares
28,386
Previous 9,462
200.0%
Holding current value
$630,169
Previous $641,000
2.5%
% of portfolio
0.15%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,476Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.58 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.83 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$781 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$714 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$583 Million8.63% of portfolio