Gen Financial Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Gen Financial Management, Inc.
- $148 Billion
- Q1 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 1,112,544 shares of SCHX stock, worth $24.2 Million. This represents 16.64% of its overall portfolio holdings.
Number of Shares
1,112,544
Previous 1,116,276
0.33%
Holding current value
$24.2 Million
Previous $25.9 Billion
5.06%
% of portfolio
16.64%
Previous 16.79%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,480Shares Held
1.09BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.49 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.79 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$765 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$719 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$571 Million8.63% of portfolio