Capital Advantage, Inc. Schwab Strategic Tr Us Large C Transaction History
Capital Advantage, Inc.
- $547 Million
- Q4 2024
A detailed history of Capital Advantage, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Advantage, Inc. holds 96,769 shares of SCHX stock, worth $2.23 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
96,769
Previous 32,886
194.26%
Holding current value
$2.23 Million
Previous $2.23 Million
0.54%
% of portfolio
0.41%
Previous 0.43%
Shares
30 transactions
Others Institutions Holding SCHX
# of Institutions
1,472Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.76 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.9 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$811 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$741 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$605 Million8.63% of portfolio