Comprehensive Financial Consultants Institutional, Inc. Schwab Strategic Tr Us Large C Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$291 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$49.51 - $57.27 $2,425 - $2,806	-49 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$51.9 - $57.29 $2,543 - $2,807	49 New	49 $5,000

Others Institutions Holding SCHX

# of Institutions

1,592

Shares Held

1.14B

Call Options Held

68.6K

Put Options Held

200

Us Bancorp \De\

206M
Shares

$5.4 Billion
6.45% of portfolio
Creative Planning Overland Park, KS

81.6M
Shares

$2.13 Billion
1.72% of portfolio
Sei Investments CO Oaks, PA

36M
Shares

$941 Million
1.06% of portfolio
Hbk Sorce Advisory LLC Erie, PA

34M
Shares

$891 Million
29.65% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

33M
Shares

$863 Million
9.79% of portfolio

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