Diversified, LLC Schwab Strategic Tr Us Large C Transaction History
Diversified, LLC
- $861 Million
- Q3 2024
A detailed history of Diversified, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Diversified, LLC holds 3,966,741 shares of SCHX stock, worth $95.3 Million. This represents 31.25% of its overall portfolio holdings.
Number of Shares
3,966,741
Previous 3,904,509
1.59%
Holding current value
$95.3 Million
Previous $251 Million
7.29%
% of portfolio
31.25%
Previous 31.19%
Shares
16 transactions
Others Institutions Holding SCHX
# of Institutions
1,352Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$671 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$615 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$495 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$334 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$297 Million1.12% of portfolio