Family Management Corp Schwab Strategic Tr Us Large C Transaction History
Family Management Corp
- $613 Million
- Q4 2024
A detailed history of Family Management Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Family Management Corp holds 62,740 shares of SCHX stock, worth $1.45 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
62,740
Previous 20,910
200.05%
Holding current value
$1.45 Million
Previous $1.42 Million
2.54%
% of portfolio
0.24%
Previous 0.24%
Shares
17 transactions
Others Institutions Holding SCHX
# of Institutions
1,472Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.76 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.9 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$811 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$741 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$605 Million8.63% of portfolio