Aspect Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Aspect Partners, LLC
- $127 Billion
- Q1 2024
A detailed history of Aspect Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aspect Partners, LLC holds 7,204 shares of SCHX stock, worth $462,857. This represents 0.35% of its overall portfolio holdings.
Number of Shares
7,204
Previous 7,204
-0.0%
Holding current value
$462,857
Previous $406 Million
10.04%
% of portfolio
0.35%
Previous 0.26%
Shares
1 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$6.27 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.24 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.82 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$816 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$676 Million24.51% of portfolio