Balasa Dinverno & Foltz LLC Schwab Strategic Tr Us Large C Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 9,381 shares of SCHX stock, worth $208,258. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,381
Previous 9,381
-0.0%
Holding current value
$208,258
Previous $419,000
5.25%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,476Shares Held
1.08BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.58 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.83 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$781 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$714 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$583 Million8.63% of portfolio