Coston, Mc Isaac & Partners Schwab Strategic Tr Us Large C Transaction History
Coston, Mc Isaac & Partners
- $420 Million
- Q3 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 $157,727. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,943
Previous 5,943
-0.0%
Holding current value
$157,727
Previous $145,000
7.59%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,631Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio