Forum Financial Management, LP Schwab Strategic Tr Us Large C Transaction History
Forum Financial Management, LP
- $5.28 Billion
- Q1 2025
A detailed history of Forum Financial Management, LP transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Forum Financial Management, LP holds 17,466 shares of SCHX stock, worth $408,005. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,466Holding current value
$408,005% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,497Shares Held
1.15BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\217MShares$5.07 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$1.93 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$812 Million1.02% of portfolio
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Hbk Sorce Advisory LLC Erie, PA33MShares$772 Million28.87% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$730 Million9.64% of portfolio