Ballast Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Ballast Advisors LLC
- $314 Million
- Q2 2024
A detailed history of Ballast Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ballast Advisors LLC holds 456,934 shares of SCHX stock, worth $29.7 Million. This represents 9.35% of its overall portfolio holdings.
Number of Shares
456,934
Previous 463,813
1.48%
Holding current value
$29.7 Million
Previous $28.8 Million
1.99%
% of portfolio
9.35%
Previous 9.74%
Shares
19 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
446MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.68 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.83 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$930 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$814 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$688 Million25.33% of portfolio