Trivant Custom Portfolio Group, LLC Schwab Strategic Tr Us Large C Transaction History
Trivant Custom Portfolio Group, LLC
- $163 Billion
- Q2 2024
A detailed history of Trivant Custom Portfolio Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 1,600 shares of SCHX stock, worth $104,192. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,600
Previous 1,600
-0.0%
Holding current value
$104,192
Previous $99.3 Million
3.53%
% of portfolio
0.06%
Previous 0.06%
Shares
1 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$9.71 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.84 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$932 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$816 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$690 Million25.33% of portfolio