Ci Private Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Ci Private Wealth, LLC
- $69.4 Billion
- Q3 2024
A detailed history of Ci Private Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ci Private Wealth, LLC holds 1,785,070 shares of SCHX stock, worth $42.2 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,785,070
Previous 1,590,075
12.26%
Holding current value
$42.2 Million
Previous $102 Million
18.55%
% of portfolio
0.17%
Previous 0.18%
Shares
8 transactions
Others Institutions Holding SCHX
# of Institutions
1,352Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$606 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$329 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio