First Pacific Financial Schwab Strategic Tr Us Large C Transaction History

First Pacific Financial

$306 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	BUY	$55.41 - $62.08 $8,089 - $9,063	146 New	146 $9,000
Q2 2023 Aug 08, 2023	BUY	$47.67 - $52.37 $8,151 - $8,955	171 New	171 $8,000

Others Institutions Holding SCHX

# of Institutions

1,314

Shares Held

447M

Call Options Held

24.7K

Put Options Held

3.6K

Charles Schwab Investment Management Inc San Francisco, CA

149M
Shares

$10.1 Billion
1.85% of portfolio
Creative Planning Overland Park, KS

28.2M
Shares

$1.91 Billion
1.94% of portfolio
Us Bancorp \De\

14.3M
Shares

$968 Million
1.26% of portfolio
Sei Investments CO Oaks, PA

12.5M
Shares

$847 Million
1.17% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.6M
Shares

$716 Million
25.33% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Pacific Financial, based on Form 13F filings with the SEC.

News

Stay updated on First Pacific Financial with notifications on news.