Coston, Mc Isaac & Partners Schwab Strategic Tr Us Large C Transaction History
Coston, Mc Isaac & Partners
- $288 Million
- Q1 2025
A detailed history of Coston, Mc Isaac & Partners transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 5,943 shares of SCHX stock, worth $150,001. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,943
Previous 5,943
-0.0%
Holding current value
$150,001
Previous $137,000
4.38%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,530Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\206MShares$5.21 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.09 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$878 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$834 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$788 Million9.64% of portfolio