Cooper/Haims Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Cooper/Haims Advisors, LLC
- $179 Million
- Q3 2024
A detailed history of Cooper/Haims Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cooper/Haims Advisors, LLC holds 150,987 shares of SCHX stock, worth $3.5 Million. This represents 5.73% of its overall portfolio holdings.
Number of Shares
150,987
Previous 152,643
1.08%
Holding current value
$3.5 Million
Previous $9.81 Million
4.46%
% of portfolio
5.73%
Previous 5.58%
Shares
29 transactions
Others Institutions Holding SCHX
# of Institutions
1,354Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$646 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$593 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$477 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$322 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$286 Million1.12% of portfolio