Berkshire Money Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Berkshire Money Management, Inc.
- $766 Million
- Q1 2024
A detailed history of Berkshire Money Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Berkshire Money Management, Inc. holds 7,690 shares of SCHX stock, worth $494,082. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,690Holding current value
$494,082% of portfolio
0.06%Shares
14 transactions
Others Institutions Holding SCHX
# of Institutions
1,257Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.27 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.24 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.82 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$816 Million1.18% of portfolio
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Hbk Sorce Advisory LLC Erie, PA10.5MShares$676 Million24.51% of portfolio