Enclave Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Enclave Advisors LLC
- $608 Billion
- Q4 2024
A detailed history of Enclave Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Enclave Advisors LLC holds 513,712 shares of SCHX stock, worth $12.3 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
513,712
Previous 170,676
200.99%
Holding current value
$12.3 Million
Previous $11.6 Billion
2.83%
% of portfolio
1.96%
Previous 1.96%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,379Shares Held
489MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$667 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$612 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$594 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$492 Million1.81% of portfolio
-
Campbell Wealth Management15.8MShares$377 Million32.92% of portfolio