Cgc Financial Services, LLC Schwab Strategic Tr Us Large C Transaction History
Cgc Financial Services, LLC
- $251 Billion
- Q4 2024
A detailed history of Cgc Financial Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cgc Financial Services, LLC holds 3,000 shares of SCHX stock, worth $72,180. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,000
Previous 1,000
200.0%
Holding current value
$72,180
Previous $67.9 Million
2.49%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,399Shares Held
737MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.97 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$672 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$616 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$598 Million46.39% of portfolio
-
Campbell Wealth Management15.8MShares$380 Million32.92% of portfolio