Waterloo Capital, L.P. Schwab Strategic Tr Us Large C Transaction History
Waterloo Capital, L.P.
- $949 Billion
- Q4 2024
A detailed history of Waterloo Capital, L.P. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Waterloo Capital, L.P. holds 175,964 shares of SCHX stock, worth $3.88 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
175,964
Previous 58,581
200.38%
Holding current value
$3.88 Million
Previous $3.97 Billion
2.62%
% of portfolio
0.43%
Previous 0.43%
Shares
9 transactions
Others Institutions Holding SCHX
# of Institutions
1,476Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.56 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.82 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$776 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$709 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$579 Million8.63% of portfolio