Jdm Financial Group LLC Schwab Strategic Tr Us Large C Transaction History
Jdm Financial Group LLC
- $148 Billion
- Q2 2024
A detailed history of Jdm Financial Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jdm Financial Group LLC holds 8,646 shares of SCHX stock, worth $581,702. This represents 0.38% of its overall portfolio holdings.
Number of Shares
8,646
Previous 8,646
-0.0%
Holding current value
$581,702
Previous $537 Million
3.53%
% of portfolio
0.38%
Previous 0.39%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,315Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.9 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$963 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$843 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$713 Million25.33% of portfolio