Gem Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History
Gem Asset Management, LLC
- $161 Billion
- Q2 2024
A detailed history of Gem Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gem Asset Management, LLC holds 4,333 shares of SCHX stock, worth $276,618. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,333
Previous 4,561
5.0%
Holding current value
$276,618
Previous $271 Million
2.88%
% of portfolio
0.17%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
446MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.52 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.8 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$914 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$800 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$676 Million25.33% of portfolio