Evensky & Katz LLC Schwab Strategic Tr Us Large C Transaction History
Evensky & Katz LLC
- $1.44 Billion
- Q2 2024
A detailed history of Evensky & Katz LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Evensky & Katz LLC holds 15,068 shares of SCHX stock, worth $1.02 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,068
Previous 15,673
3.86%
Holding current value
$1.02 Million
Previous $973,000
0.51%
% of portfolio
0.07%
Previous 0.07%
Shares
27 transactions
Others Institutions Holding SCHX
# of Institutions
1,314Shares 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$968 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$847 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$716 Million25.33% of portfolio