American Capital Advisory, LLC Schwab Strategic Tr Us Large C Transaction History
American Capital Advisory, LLC
- $140 Billion
- Q2 2024
A detailed history of American Capital Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, American Capital Advisory, LLC holds 895 shares of SCHX stock, worth $57,378. This represents 0.04% of its overall portfolio holdings.
Number of Shares
895
Previous 885
1.13%
Holding current value
$57,378
Previous $42.8 Million
17.96%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,271Shares Held
428MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.26 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.23 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.82 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$814 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$675 Million24.51% of portfolio