Consolidated Portfolio Review Corp Schwab Strategic Tr Us Large C Transaction History
Consolidated Portfolio Review Corp
- $448 Billion
- Q3 2024
A detailed history of Consolidated Portfolio Review Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 85,629 shares of SCHX stock, worth $1.99 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
85,629
Previous 83,703
2.3%
Holding current value
$1.99 Million
Previous $5.38 Billion
8.03%
% of portfolio
1.3%
Previous 1.25%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,350Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$648 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$594 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$478 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$323 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$287 Million1.12% of portfolio