Fieldpoint Private Securities, LLC Schwab Strategic Tr Us Large C Transaction History
Fieldpoint Private Securities, LLC
- $344 Million
- Q2 2022
A detailed history of Fieldpoint Private Securities, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fieldpoint Private Securities, LLC holds 13,676 shares of SCHX stock, worth $326,172. This represents 0.18% of its overall portfolio holdings.
Number of Shares
13,676
Previous 54,477
74.9%
Holding current value
$326,172
Previous $2.93 Million
79.18%
% of portfolio
0.18%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,411Shares Held
764MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.92 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$666 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$611 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$593 Million46.39% of portfolio
-
Campbell Wealth Management15.8MShares$376 Million32.92% of portfolio