Asset Planning Services Inc Schwab Strategic Tr Us Large C Transaction History
Asset Planning Services Inc
- $202 Million
- Q3 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 57,654 shares of SCHX stock, worth $1.35 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
57,654
Previous 53,840
7.08%
Holding current value
$1.35 Million
Previous $3.46 Million
13.1%
% of portfolio
1.93%
Previous 1.83%
Shares
29 transactions
Others Institutions Holding SCHX
# of Institutions
1,351Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$599 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio