Disciplined Investors, L.L.C. Schwab Strategic Tr Us Large C Transaction History
Disciplined Investors, L.L.C.
- $111 Billion
- Q1 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 31,760 shares of SCHX stock, worth $778,120. This represents 0.63% of its overall portfolio holdings.
Number of Shares
31,760
Previous 32,020
0.81%
Holding current value
$778,120
Previous $738 Million
4.99%
% of portfolio
0.63%
Previous 0.71%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,499Shares Held
1.15BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\217MShares$5.32 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.03 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$852 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$809 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$765 Million9.64% of portfolio