Global Financial Private Client, LLC Schwab Strategic Tr Us Large C Transaction History
Global Financial Private Client, LLC
- $239 Billion
- Q2 2024
A detailed history of Global Financial Private Client, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Global Financial Private Client, LLC holds 64 shares of SCHX stock, worth $4,085. This represents 0.0% of its overall portfolio holdings.
Number of Shares
64
Previous 64
-0.0%
Holding current value
$4,085
Previous $3.97 Million
3.66%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
446MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.52 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.8 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$914 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$800 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$676 Million25.33% of portfolio