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 $1.43 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
56,856
Previous 56,519
0.6%
Holding current value
$1.43 Million
Previous $1.25 Million
11.39%
% of portfolio
0.15%
Previous 0.14%
Shares
28 transactions
Others Institutions Holding SCHX
# of Institutions
1,557Shares Held
1.14BCall Options Held
68.6KPut Options Held
200-
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, PA36MShares$907 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$845 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$831 Million9.79% of portfolio