Disciplined Investors, L.L.C. Schwab Strategic Tr Us Large C Transaction History
Disciplined Investors, L.L.C.
- $128 Billion
- Q2 2025
A detailed history of Disciplined Investors, L.L.C. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Disciplined Investors, L.L.C. holds 31,343 shares of SCHX stock, worth $810,216. This represents 0.6% of its overall portfolio holdings.
Number of Shares
31,343
Previous 31,760
1.31%
Holding current value
$810,216
Previous $701 Million
9.24%
% of portfolio
0.6%
Previous 0.63%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.34 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.11 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$930 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$867 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$852 Million9.79% of portfolio