Brown, Lisle/Cummings, Inc. Schwab Strategic Tr Us Large C Transaction History
Brown, Lisle/Cummings, Inc.
- $390 Billion
- Q3 2025
A detailed history of Brown, Lisle/Cummings, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Brown, Lisle/Cummings, Inc. holds 117 shares of SCHX stock, worth $3,156. This represents 0.0% of its overall portfolio holdings.
Number of Shares
117
Previous 117
-0.0%
Holding current value
$3,156
Previous $2.86 Million
7.8%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,616Shares Held
1.14BCall Options Held
58.5KPut Options Held
200-
Us Bancorp \De\206MShares$5.55 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.18 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$938 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$918 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$847 Million0.92% of portfolio