Gen Financial Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Gen Financial Management, Inc.
- $122 Billion
- Q2 2025
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 808,868 shares of SCHX stock, worth $21.6 Million. This represents 16.16% of its overall portfolio holdings.
Number of Shares
808,868
Previous 1,112,544
27.3%
Holding current value
$21.6 Million
Previous $24.6 Billion
19.52%
% of portfolio
16.16%
Previous 16.64%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.5 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.17 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$959 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$894 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$879 Million9.79% of portfolio