Fagan Associates, Inc. Schwab Strategic Tr Us Large C Transaction History
Fagan Associates, Inc.
- $526 Million
- Q1 2024
A detailed history of Fagan Associates, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fagan Associates, Inc. holds 47,535 shares of SCHX stock, worth $3.15 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
47,535
Previous 47,192
0.73%
Holding current value
$3.15 Million
Previous $2.66 Million
10.86%
% of portfolio
0.56%
Previous 0.58%
Shares
26 transactions
Others Institutions Holding SCHX
# of Institutions
1,262Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.47 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.34 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.88 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$841 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$697 Million24.51% of portfolio