Financial Consulate, Inc Schwab Strategic Tr Us Large C Transaction History
Financial Consulate, Inc
- $322 Million
- Q1 2024
A detailed history of Financial Consulate, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Consulate, Inc holds 1,159,005 shares of SCHX stock, worth $74.5 Million. This represents 22.33% of its overall portfolio holdings.
Number of Shares
1,159,005
Previous 1,114,202
4.02%
Holding current value
$74.5 Million
Previous $62.8 Million
14.46%
% of portfolio
22.33%
Previous 21.59%
Shares
27 transactions
Others Institutions Holding SCHX
# of Institutions
1,257Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.27 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.24 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.82 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$816 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$676 Million24.51% of portfolio