Decision Point Financial, LLC Schwab Strategic Tr Us Large C Transaction History
Decision Point Financial, LLC
- $381 Million
- Q2 2025
A detailed history of Decision Point Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Decision Point Financial, LLC holds 20,879 shares of SCHX stock, worth $546,194. This represents 0.13% of its overall portfolio holdings.
Number of Shares
20,879
Previous 20,879
-0.0%
Holding current value
$546,194
Previous $461,000
10.63%
% of portfolio
0.13%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,573Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.4 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.13 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$941 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$891 Million29.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$863 Million9.79% of portfolio