Analyst Ims Investment Management Services Ltd. Schwab Strategic Tr Us Large C Transaction History
Analyst Ims Investment Management Services Ltd.
- $2.6 Billion
- Q3 2024
A detailed history of Analyst Ims Investment Management Services Ltd. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Analyst Ims Investment Management Services Ltd. holds 4,200 shares of SCHX stock, worth $100,296. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,200
Previous 4,200
-0.0%
Holding current value
$100,296
Previous $270,000
5.56%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,379Shares Held
472MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$667 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$612 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$594 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$492 Million1.81% of portfolio
-
Campbell Wealth Management15.8MShares$377 Million32.92% of portfolio