Gleason Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Gleason Group, Inc.
- $546 Million
- Q3 2024
A detailed history of Gleason Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gleason Group, Inc. holds 460,270 shares of SCHX stock, worth $10.9 Million. This represents 5.72% of its overall portfolio holdings.
Number of Shares
460,270
Previous 454,944
1.17%
Holding current value
$10.9 Million
Previous $29.2 Million
6.84%
% of portfolio
5.72%
Previous 5.94%
Shares
18 transactions
Others Institutions Holding SCHX
# of Institutions
1,347Shares Held
332MCall Options Held
24.7KPut Options Held
3.6K-
Creative Planning Overland Park, KS27.9MShares$661 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$606 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$252 Million28.24% of portfolio