Sierra Summit Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Sierra Summit Advisors LLC
- $403 Billion
- Q2 2024
A detailed history of Sierra Summit Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sierra Summit Advisors LLC holds 4,845 shares of SCHX stock, worth $321,756. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,845
Previous 4,475
8.27%
Holding current value
$321,756
Previous $278 Million
12.09%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.9 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.87 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$951 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$832 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$704 Million25.33% of portfolio