Advocate Group LLC Schwab Strategic Tr Us Large C Transaction History
Advocate Group LLC
- $496 Million
- Q2 2024
A detailed history of Advocate Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Advocate Group LLC holds 3,223 shares of SCHX stock, worth $218,454. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,223
Previous 3,223
-0.0%
Holding current value
$218,454
Previous $200,000
3.5%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,317Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$970 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$849 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$718 Million25.33% of portfolio