Aa Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Aa Financial Advisors, LLC
- $345 Billion
- Q3 2024
A detailed history of Aa Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 134,163 shares of SCHX stock, worth $3.11 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
134,163
Previous 132,226
1.46%
Holding current value
$3.11 Million
Previous $8.5 Billion
7.15%
% of portfolio
2.64%
Previous 2.99%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,350Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$648 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$594 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$478 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$323 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$287 Million1.12% of portfolio