Disciplined Investors, L.L.C. Schwab Strategic Tr Us Large C Transaction History
Disciplined Investors, L.L.C.
- $140 Billion
- Q3 2025
A detailed history of Disciplined Investors, L.L.C. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Disciplined Investors, L.L.C. holds 31,192 shares of SCHX stock, worth $827,835. This represents 0.58% of its overall portfolio holdings.
Number of Shares
31,192
Previous 31,343
0.48%
Holding current value
$827,835
Previous $766 Million
7.25%
% of portfolio
0.58%
Previous 0.6%
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