Baldrige Asset Management LLC Schwab Strategic Tr Us Large C Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Baldrige Asset Management LLC holds 66,787 shares of SCHX stock, worth $4.53 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
66,787
Previous 65,495
1.97%
Holding current value
$4.53 Million
Previous $2.96 Million
9.23%
% of portfolio
1.32%
Previous 1.32%
Shares
17 transactions
Others Institutions Holding SCHX
# of Institutions
1,316Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$970 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$849 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$718 Million25.33% of portfolio