Morton Capital Management Llc/Ca Schwab Strategic Tr Us Large C Transaction History
Morton Capital Management Llc/Ca
- $421 Billion
- Q2 2024
A detailed history of Morton Capital Management Llc/Ca transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 7,109 shares of SCHX stock, worth $481,848. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,109
Previous 7,136
0.38%
Holding current value
$481,848
Previous $443 Million
3.14%
% of portfolio
0.11%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding SCHX
# of Institutions
1,317Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$970 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$849 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$718 Million25.33% of portfolio