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 $3.3 Million. This represents 7.32% of its overall portfolio holdings.
Number of Shares
146,333
Previous 150,198
2.57%
Holding current value
$3.3 Million
Previous $9.32 Billion
0.86%
% of portfolio
7.32%
Previous 7.63%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,335Shares Held
461MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.36 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$630 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$464 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$283 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$239 Million25.33% of portfolio