Gem Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History
Gem Asset Management, LLC
- $175 Billion
- Q3 2024
A detailed history of Gem Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gem Asset Management, LLC holds 4,285 shares of SCHX stock, worth $100,269. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,285
Previous 4,333
1.11%
Holding current value
$100,269
Previous $278 Million
3.42%
% of portfolio
0.16%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding SCHX
# of Institutions
1,351Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$599 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio