Seros Financial, LLC Schwab Strategic Tr Us Large C Transaction History
Seros Financial, LLC
- $134 Billion
- Q1 2025
A detailed history of Seros Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Seros Financial, LLC holds 75,893 shares of SCHX stock, worth $1.77 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
75,893
Previous 37,006
105.08%
Holding current value
$1.77 Million
Previous $2.38 Billion
29.52%
% of portfolio
1.25%
Previous 2.14%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,496Shares Held
1.14BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\217MShares$5.07 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$1.93 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$812 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$772 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$730 Million9.64% of portfolio