Elser Financial Planning, Inc Schwab Strategic Tr Us Large C Transaction History
Elser Financial Planning, Inc
- $68.9 Billion
- Q3 2024
A detailed history of Elser Financial Planning, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Elser Financial Planning, Inc holds 46,353 shares of SCHX stock, worth $1.1 Million. This represents 4.56% of its overall portfolio holdings.
Number of Shares
46,353
Previous 41,199
12.51%
Holding current value
$1.1 Million
Previous $2.65 Billion
18.81%
% of portfolio
4.56%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,352Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$664 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$609 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$490 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$331 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$294 Million1.12% of portfolio