Williams & Novak, LLC Schwab Strategic Tr Us Large C Transaction History
Williams & Novak, LLC
- $107 Billion
- Q2 2024
A detailed history of Williams & Novak, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Williams & Novak, LLC holds 8,181 shares of SCHX stock, worth $522,275. This represents 0.49% of its overall portfolio holdings.
Number of Shares
8,181
Previous 8,114
0.83%
Holding current value
$522,275
Previous $458 Million
14.86%
% of portfolio
0.49%
Previous 0.52%
Shares
2 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