Financial Life Advisors Schwab Strategic Tr Us Large C Transaction History
Financial Life Advisors
- $243 Million
- Q2 2024
A detailed history of Financial Life Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Life Advisors holds 5,000 shares of SCHX stock, worth $324,700. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,000
Previous 5,000
-0.0%
Holding current value
$324,700
Previous $310,000
3.55%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
446MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.68 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.83 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$930 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$814 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$688 Million25.33% of portfolio