Barton Investment Management Schwab Strategic Tr Us Large C Transaction History
Barton Investment Management
- $966 Million
- Q3 2025
A detailed history of Barton Investment Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Barton Investment Management holds 16,800 shares of SCHX stock, worth $439,488. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,800Holding current value
$439,488% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,572Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.4 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.13 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$941 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$891 Million29.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$863 Million9.79% of portfolio