Francis Financial, Inc. Schwab Strategic Tr Us Large C Transaction History
Francis Financial, Inc.
- $344 Million
- Q3 2024
A detailed history of Francis Financial, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Francis Financial, Inc. holds 7,080 shares of SCHX stock, worth $164,256. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,080
Previous 5,096
38.93%
Holding current value
$164,256
Previous $327,000
46.79%
% of portfolio
0.14%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,350Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$648 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$594 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$478 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$323 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$287 Million1.12% of portfolio