Davidson Trust CO Schwab Strategic Tr Us Large C Transaction History
Davidson Trust CO
- $239 Million
- Q3 2025
A detailed history of Davidson Trust CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Davidson Trust CO holds 85,608 shares of SCHX stock, worth $2.27 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
85,608
Previous 85,608
-0.0%
Holding current value
$2.27 Million
Previous $2.09 Million
7.74%
% of portfolio
0.94%
Previous 0.98%
Shares
4 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