Asset Planning Services Inc Schwab Strategic Tr Us Large C Transaction History
Asset Planning Services Inc
- $205 Million
- Q4 2024
A detailed history of Asset Planning Services Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Asset Planning Services Inc holds 175,135 shares of SCHX stock, worth $4.24 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
175,135
Previous 57,654
203.77%
Holding current value
$4.24 Million
Previous $3.91 Million
3.78%
% of portfolio
1.98%
Previous 1.93%
Shares
30 transactions
Others Institutions Holding SCHX
# of Institutions
1,460Shares Held
1.06BCall Options Held
51.4KPut Options Held
1.2K-
Us Bancorp \De\206MShares$5 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$2 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$851 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$778 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$635 Million8.63% of portfolio