Consolidated Portfolio Review Corp Schwab Strategic Tr Us Large C Transaction History
Consolidated Portfolio Review Corp
- $624 Billion
- Q1 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 280,372 shares of SCHX stock, worth $6.53 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
280,372
Previous 272,353
2.94%
Holding current value
$6.53 Million
Previous $6.31 Billion
1.94%
% of portfolio
0.99%
Previous 1.0%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,500Shares Held
1.15BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\217MShares$5.06 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$1.93 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$810 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$770 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$728 Million9.64% of portfolio