Charles Schwab Investment Advisory, Inc. Schwab Strategic Tr Us Large C Transaction History
Charles Schwab Investment Advisory, Inc.
- $72.8 Billion
- Q1 2024
A detailed history of Charles Schwab Investment Advisory, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Charles Schwab Investment Advisory, Inc. holds 97,658,992 shares of SCHX stock, worth $6.08 Billion. This represents 8.33% of its overall portfolio holdings.
Number of Shares
97,658,992
Previous 96,674,149
1.02%
Holding current value
$6.08 Billion
Previous $5.45 Billion
11.16%
% of portfolio
8.33%
Previous 7.83%
Shares
39 transactions
Others Institutions Holding SCHX
# of Institutions
1,254Shares Held
427MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.14 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.77 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$791 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$656 Million24.51% of portfolio
-
Sage Financial Group Inc8.17MShares$509 Million45.63% of portfolio