Win Advisors, Inc Schwab Strategic Tr Us Large C Transaction History

Win Advisors, Inc

$203 Million
Q3 2024

A detailed history of Win Advisors, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Win Advisors, Inc holds 26,049 shares of SCHX stock, worth $619,966. This represents 0.87% of its overall portfolio holdings.

Number of Shares

26,049

Holding current value

$619,966

% of portfolio

0.87%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$61.11 - $67.85 $1.59 Million - $1.77 Million	26,049 New	26,049 $1.77 Million

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

Creative Planning Overland Park, KS

27.9M
Shares

$664 Million
1.88% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

25.6M
Shares

$610 Million
18.81% of portfolio
Us Bancorp \De\

20.6M
Shares

$490 Million
1.81% of portfolio
Mercer Global Advisors Inc Denver, CO

13.9M
Shares

$331 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

12.4M
Shares

$294 Million
1.12% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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