Cedar Brook Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Cedar Brook Financial Partners, LLC
- $497 Million
- Q1 2024
A detailed history of Cedar Brook Financial Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cedar Brook Financial Partners, LLC holds 75,777 shares of SCHX stock, worth $4.97 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
75,777
Previous 77,296
1.97%
Holding current value
$4.97 Million
Previous $4.36 Million
7.87%
% of portfolio
0.95%
Previous 0.97%
Shares
19 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.4 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.31 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$833 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$690 Million24.51% of portfolio