Ci Private Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Ci Private Wealth, LLC
- $56.4 Billion
- Q2 2024
A detailed history of Ci Private Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ci Private Wealth, LLC holds 1,590,075 shares of SCHX stock, worth $106 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,590,075
Previous 1,505,403
5.62%
Holding current value
$106 Million
Previous $93.4 Million
9.35%
% of portfolio
0.18%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.96 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.88 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$957 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$837 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$708 Million25.33% of portfolio