Ensemble Capital Schwab Strategic Tr Us Large C Transaction History
Ensemble Capital Management, LLC
- $1.18 Billion
- Q3 2024
Shares
8 transactions
Others Institutions Holding SCHX
# of Institutions
1,362Shares Held
404MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$672 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$616 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$599 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$496 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$335 Million2.07% of portfolio