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 $356,259. This represents 0.18% of its overall portfolio holdings.
Number of Shares
13,676
Previous 54,477
74.9%
Holding current value
$356,259
Previous $2.93 Million
79.18%
% of portfolio
0.18%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.38 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.13 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$937 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$873 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$859 Million9.79% of portfolio