Patrick M Sweeney & Associates, Inc Schwab Strategic Tr Us Large C Transaction History
Patrick M Sweeney & Associates, Inc
- $136 Billion
- Q3 2024
A detailed history of Patrick M Sweeney & Associates, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Patrick M Sweeney & Associates, Inc holds 3,154 shares of SCHX stock, worth $74,592. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,154
Previous 3,153
0.03%
Holding current value
$74,592
Previous $203 Million
5.63%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,336Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.53 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$296 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$251 Million25.33% of portfolio