Catalyst Financial Partners LLC Schwab Strategic Tr Us Large C Transaction History
Catalyst Financial Partners LLC
- $455 Billion
- Q2 2024
A detailed history of Catalyst Financial Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Catalyst Financial Partners LLC holds 8,930 shares of SCHX stock, worth $596,613. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,930
Previous 8,930
-0.0%
Holding current value
$596,613
Previous $530 Million
8.29%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.96 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.88 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$957 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$837 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$708 Million25.33% of portfolio