Financial Advisory Service, Inc. Schwab Strategic Tr Us Large C Transaction History
Financial Advisory Service, Inc.
- $1.07 Billion
- Q1 2024
A detailed history of Financial Advisory Service, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 36,899 shares of SCHX stock, worth $2.42 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
36,899
Previous 37,372
1.27%
Holding current value
$2.42 Million
Previous $2.11 Million
8.64%
% of portfolio
0.21%
Previous 0.21%
Shares
27 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.39 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.3 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$832 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$689 Million24.51% of portfolio