Chicago Partners Investment Group LLC Schwab Strategic Tr Us Large C Transaction History
Chicago Partners Investment Group LLC
- $2.43 Billion
- Q2 2024
A detailed history of Chicago Partners Investment Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 431,333 shares of SCHX stock, worth $29.2 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
431,333
Previous 409,053
5.45%
Holding current value
$29.2 Million
Previous $25.4 Million
9.17%
% of portfolio
1.14%
Previous 1.09%
Shares
26 transactions
Others Institutions Holding SCHX
# of Institutions
1,314Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$968 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$847 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$716 Million25.33% of portfolio