Carret Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History
Carret Asset Management, LLC
- $911 Million
- Q2 2025
A detailed history of Carret Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Carret Asset Management, LLC holds 56,856 shares of SCHX stock, worth $1.42 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
56,856
Previous 56,519
0.6%
Holding current value
$1.42 Million
Previous $1.25 Million
11.39%
% of portfolio
0.15%
Previous 0.14%
Shares
28 transactions
Others Institutions Holding SCHX
# of Institutions
1,539Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\206MShares$5.17 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.07 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$871 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$840 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$783 Million9.64% of portfolio