Concourse Financial Group Securities, Inc. Schwab Strategic Tr Us Large C Transaction History
Concourse Financial Group Securities, Inc.
- $1.52 Billion
- Q1 2024
A detailed history of Concourse Financial Group Securities, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Concourse Financial Group Securities, Inc. holds 115 shares of SCHX stock, worth $7,489. This represents 0.0% of its overall portfolio holdings.
Number of Shares
115
Previous 74
55.41%
Holding current value
$7,489
Previous $4,000
75.0%
% of portfolio
0.0%
Previous 0.0%
Shares
14 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$6.36 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.28 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.85 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$827 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$685 Million24.51% of portfolio