Berkshire Asset Management LLC Schwab Strategic Tr Us Large C Transaction History
Berkshire Asset Management LLC
- $2 Billion
- Q2 2024
A detailed history of Berkshire Asset Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Berkshire Asset Management LLC holds 88,518 shares of SCHX stock, worth $6 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
88,518
Previous 86,810
1.97%
Holding current value
$6 Million
Previous $5.39 Million
5.57%
% of portfolio
0.28%
Previous 0.29%
Shares
23 transactions
Others Institutions Holding SCHX
# of Institutions
1,317Shares 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