Floyd Financial Group LLC Schwab Strategic Tr Us Large C Transaction History
Floyd Financial Group LLC
- $103 Million
- Q2 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 270,326 shares of SCHX stock, worth $6.73 Million. This represents 6.41% of its overall portfolio holdings.
Number of Shares
270,326
Previous 387,949
30.32%
Holding current value
$6.73 Million
Previous $8.52 Million
22.46%
% of portfolio
6.41%
Previous 7.71%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,530Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\206MShares$5.14 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.06 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$866 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$823 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$778 Million9.64% of portfolio