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 $317,283. This represents 0.18% of its overall portfolio holdings.
Number of Shares
13,676
Previous 54,477
74.9%
Holding current value
$317,283
Previous $2.93 Million
79.18%
% of portfolio
0.18%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,350Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$648 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$594 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$478 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$323 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$287 Million1.12% of portfolio