Ethos Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
Ethos Financial Group, LLC
- $665 Million
- Q4 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 1,020,561 shares of SCHX stock, worth $22.8 Million. This represents 3.56% of its overall portfolio holdings.
Number of Shares
1,020,561
Previous 307,639
231.74%
Holding current value
$22.8 Million
Previous $20.9 Million
13.33%
% of portfolio
3.56%
Previous 3.95%
Shares
8 transactions
Others Institutions Holding SCHX
# of Institutions
1,476Shares Held
1.08BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.62 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.85 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$787 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$719 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$587 Million8.63% of portfolio