Carr Financial Group Corp Schwab Strategic Tr Us Large C Transaction History
Carr Financial Group Corp
- $301 Billion
- Q1 2024
A detailed history of Carr Financial Group Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Carr Financial Group Corp holds 337,072 shares of SCHX stock, worth $21.7 Million. This represents 6.96% of its overall portfolio holdings.
Number of Shares
337,072
Previous 303,348
11.12%
Holding current value
$21.7 Million
Previous $17.1 Billion
22.27%
% of portfolio
6.96%
Previous 6.33%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,257Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.27 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.24 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.82 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$816 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$676 Million24.51% of portfolio