Allworth Financial LP Schwab Strategic Tr Us Large C Transaction History
Allworth Financial LP
- $14 Billion
- Q1 2024
A detailed history of Allworth Financial LP transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Allworth Financial LP holds 516,477 shares of SCHX stock, worth $33.3 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
516,477
Previous 532,292
2.97%
Holding current value
$33.3 Million
Previous $30 Million
6.77%
% of portfolio
0.23%
Previous 0.23%
Shares
16 transactions
Others Institutions Holding SCHX
# of Institutions
1,257Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.3 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.25 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.83 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$820 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$679 Million24.51% of portfolio