Altfest L J & CO Inc Schwab Strategic Tr Us Large C Transaction History
Altfest L J & CO Inc
- $732 Million
- Q2 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 7,159 shares of SCHX stock, worth $485,237. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,159
Previous 6,009
19.14%
Holding current value
$485,237
Previous $373,000
23.32%
% of portfolio
0.06%
Previous 0.05%
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