Cwc Advisors, Llc. Schwab Strategic Tr Us Large C Transaction History

Cwc Advisors, Llc.

$101 Billion
Q3 2024

A detailed history of Cwc Advisors, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cwc Advisors, Llc. holds 20,374 shares of SCHX stock, worth $463,915. This represents 1.37% of its overall portfolio holdings.

Number of Shares

20,374

Holding current value

$463,915

% of portfolio

1.37%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$61.11 - $67.85 $1.25 Million - $1.38 Million	20,374 New	20,374 $1.38 Billion

Others Institutions Holding SCHX

# of Institutions

1,328

Shares Held

448M

Call Options Held

24.7K

Put Options Held

3.6K

Charles Schwab Investment Management Inc San Francisco, CA

149M
Shares

$3.4 Billion
1.85% of portfolio
Creative Planning Overland Park, KS

27.9M
Shares

$636 Million
1.88% of portfolio
Us Bancorp \De\

14.3M
Shares

$326 Million
1.26% of portfolio
Sei Investments CO Oaks, PA

12.5M
Shares

$285 Million
1.17% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.6M
Shares

$241 Million
25.33% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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