Consolidated Portfolio Review Corp Schwab Strategic Tr Us Large C Transaction History
Consolidated Portfolio Review Corp
- $723 Billion
- Q2 2025
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 286,388 shares of SCHX stock, worth $7.58 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
286,388
Previous 280,372
2.15%
Holding current value
$7.58 Million
Previous $6.19 Billion
13.06%
% of portfolio
0.97%
Previous 0.99%
Shares
7 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.47 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.16 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$952 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$888 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$873 Million9.79% of portfolio