Floyd Financial Group LLC Schwab Strategic Tr Us Large C Transaction History
Floyd Financial Group LLC
- $110 Million
- Q1 2025
A detailed history of Floyd Financial Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Floyd Financial Group LLC holds 387,949 shares of SCHX stock, worth $8.52 Million. This represents 7.71% of its overall portfolio holdings.
Number of Shares
387,949
Previous 535,768
27.59%
Holding current value
$8.52 Million
Previous $12.3 Billion
99.93%
% of portfolio
7.71%
Previous 10.14%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,477Shares Held
1.09BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.53 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.81 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$772 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$706 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$576 Million8.63% of portfolio