Capstone Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Capstone Financial Advisors, Inc.
- $1.62 Billion
- Q3 2024
A detailed history of Capstone Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 5,183 shares of SCHX stock, worth $120,245. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,183Holding current value
$120,245% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,350Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$648 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$594 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$478 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$323 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$287 Million1.12% of portfolio