Family Legacy Financial Solutions, LLC Schwab Strategic Tr Us Large C Transaction History
Family Legacy Financial Solutions, LLC
- $118 Billion
- Q2 2025
A detailed history of Family Legacy Financial Solutions, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Family Legacy Financial Solutions, LLC holds 419,345 shares of SCHX stock, worth $10.3 Million. This represents 8.69% of its overall portfolio holdings.
Number of Shares
419,345Holding current value
$10.3 Million% of portfolio
8.69%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,525Shares Held
1.14BCall 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