Carlson Capital Management Schwab Strategic Tr Us Large C Transaction History
Carlson Capital Management
- $1.26 Billion
- Q2 2024
A detailed history of Carlson Capital Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Carlson Capital Management holds 11,017 shares of SCHX stock, worth $744,859. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,017
Previous 16,701
34.03%
Holding current value
$744,859
Previous $1.04 Million
31.76%
% of portfolio
0.06%
Previous 0.08%
Shares
28 transactions
Others Institutions Holding SCHX
# of Institutions
1,314Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$968 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$847 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$716 Million25.33% of portfolio