Cardinal Point Capital Management, Ulc Schwab Strategic Tr Us Large C Transaction History
Cardinal Point Capital Management, Ulc
- $1.43 Trillion
- Q3 2025
A detailed history of Cardinal Point Capital Management, Ulc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 10,068 shares of SCHX stock, worth $267,204. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,068
Previous 387,519
97.4%
Holding current value
$267,204
Previous $388 Million
31.75%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,632Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio