Ethos Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
Ethos Financial Group, LLC
- $568 Million
- Q2 2024
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 303,298 shares of SCHX stock, worth $20.6 Million. This represents 3.44% of its overall portfolio holdings.
Number of Shares
303,298
Previous 288,566
5.11%
Holding current value
$20.6 Million
Previous $18 Million
8.62%
% of portfolio
3.44%
Previous 3.4%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,317Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$970 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$849 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$718 Million25.33% of portfolio