Gen Financial Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Gen Financial Management, Inc.
- $154 Billion
- Q4 2024
A detailed history of Gen Financial Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gen Financial Management, Inc. holds 1,116,276 shares of SCHX stock, worth $24.5 Million. This represents 16.79% of its overall portfolio holdings.
Number of Shares
1,116,276Holding current value
$24.5 Million% of portfolio
16.79%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,478Shares Held
1.08BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.53 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.81 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$772 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$706 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$576 Million8.63% of portfolio