Ethos Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
Ethos Financial Group, LLC
- $1.01 Billion
- Q2 2025
A detailed history of Ethos Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ethos Financial Group, LLC holds 1,201,528 shares of SCHX stock, worth $30.3 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
1,201,528
Previous 1,026,046
17.1%
Holding current value
$30.3 Million
Previous $22.7 Million
29.62%
% of portfolio
2.92%
Previous 2.45%
Shares
10 transactions
Others Institutions Holding SCHX
# of Institutions
1,540Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\206MShares$5.2 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.06 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$877 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$845 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$787 Million9.64% of portfolio