Btr Capital Management Inc Schwab Strategic Tr Us Large C Transaction History
Btr Capital Management Inc
- $641 Million
- Q3 2022
A detailed history of Btr Capital Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Btr Capital Management Inc holds 7,384 shares of SCHX stock, worth $488,894. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,384
Previous 7,384
-0.0%
Holding current value
$488,894
Previous $330,000
5.15%
% of portfolio
0.05%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.47 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.34 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.88 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$841 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$697 Million24.51% of portfolio