Altfest L J & CO Inc Schwab Strategic Tr Us Large C Transaction History
Altfest L J & CO Inc
- $751 Million
- Q3 2024
A detailed history of Altfest L J & CO Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Altfest L J & CO Inc holds 7,141 shares of SCHX stock, worth $167,099. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,141
Previous 7,159
0.25%
Holding current value
$167,099
Previous $460,000
5.43%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$599 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio