Cardinal Point Capital Management, Ulc Schwab Strategic Tr Us Large C Transaction History
Cardinal Point Capital Management, Ulc
- $1.26 Trillion
- Q2 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 387,519 shares of SCHX stock, worth $9.77 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
387,519
Previous 11,147
3376.44%
Holding current value
$9.77 Million
Previous $246 Million
57.45%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,536Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\206MShares$5.2 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.06 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$877 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$845 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$787 Million9.64% of portfolio