Db Fitzpatrick & Co, Inc Schwab Strategic Tr Us Large C Transaction History

Db Fitzpatrick & Co, Inc

$103 Million
Q1 2025

A detailed history of Db Fitzpatrick & Co, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Db Fitzpatrick & Co, Inc holds 86 shares of SCHX stock, worth $2,003. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,003

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$21.75 - $24.28 $1,870 - $2,088	86 New	86 $1,000

Others Institutions Holding SCHX

# of Institutions

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

Us Bancorp \De\

217M
Shares

$5.06 Billion
6.48% of portfolio
Creative Planning Overland Park, KS

82.7M
Shares

$1.93 Billion
1.72% of portfolio
Sei Investments CO Oaks, PA

34.8M
Shares

$810 Million
1.02% of portfolio
Hbk Sorce Advisory LLC Erie, PA

33M
Shares

$770 Million
28.87% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

31.2M
Shares

$728 Million
9.64% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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Db Fitzpatrick & Co, Inc Schwab Strategic Tr Us Large C Transaction History