Elite Life Management LLC Schwab Strategic Tr Us Large C Transaction History
Elite Life Management LLC
- $20.4 Billion
- Q1 2024
A detailed history of Elite Life Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Elite Life Management LLC holds 55,574 shares of SCHX stock, worth $3.61 Million. This represents 16.88% of its overall portfolio holdings.
Number of Shares
55,574
Previous 49,522
12.22%
Holding current value
$3.61 Million
Previous $2.79 Billion
23.48%
% of portfolio
16.88%
Previous 16.72%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
427MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.34 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.27 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.84 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$824 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$683 Million24.51% of portfolio