Aa Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Aa Financial Advisors, LLC
- $284 Billion
- Q2 2024
A detailed history of Aa Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 132,226 shares of SCHX stock, worth $3.04 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
132,226
Previous 134,752
1.87%
Holding current value
$3.04 Million
Previous $8.36 Billion
1.59%
% of portfolio
2.99%
Previous 3.37%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,323Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.43 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$642 Million1.88% of portfolio
-
Us Bancorp \De\14.3MShares$329 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$288 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$244 Million25.33% of portfolio