Farrell Financial LLC Schwab Strategic Tr Us Large C Transaction History
Farrell Financial LLC
- $128 Billion
- Q2 2024
A detailed history of Farrell Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Farrell Financial LLC holds 146,333 shares of SCHX stock, worth $9.78 Million. This represents 7.32% of its overall portfolio holdings.
Number of Shares
146,333
Previous 150,198
2.57%
Holding current value
$9.78 Million
Previous $9.32 Billion
0.86%
% of portfolio
7.32%
Previous 7.63%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.96 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.88 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$957 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$837 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$708 Million25.33% of portfolio