Gem Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History
Gem Asset Management, LLC
- $149 Billion
- Q1 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 4,561 shares of SCHX stock, worth $293,819. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,561
Previous 4,559
0.04%
Holding current value
$293,819
Previous $257 Million
5.24%
% of portfolio
0.18%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,270Shares Held
428MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.29 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.25 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.83 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$818 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$678 Million24.51% of portfolio