Allen Capital Group, LLC Schwab Strategic Tr Us Large C Transaction History
Allen Capital Group, LLC
- $829 Million
- Q4 2024
A detailed history of Allen Capital Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Allen Capital Group, LLC holds 507,526 shares of SCHX stock, worth $11.9 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
507,526
Previous 171,862
195.31%
Holding current value
$11.9 Million
Previous $11.7 Million
0.89%
% of portfolio
1.42%
Previous 1.36%
Shares
29 transactions
Others Institutions Holding SCHX
# of Institutions
1,472Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.85 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.94 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$827 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$756 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$617 Million8.63% of portfolio