Spotlight Asset Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Spotlight Asset Group, Inc.
- $140 Million
- Q2 2024
A detailed history of Spotlight Asset Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Spotlight Asset Group, Inc. holds 3,624 shares of SCHX stock, worth $84,801. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,624
Previous 3,624
-0.0%
Holding current value
$84,801
Previous $224,000
3.57%
% of portfolio
0.17%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$599 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio