Global Financial Private Client, LLC Schwab Strategic Tr Us Large C Transaction History
Global Financial Private Client, LLC
- $257 Billion
- Q3 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 $1,513. This represents 0.0% of its overall portfolio holdings.
Number of Shares
64
Previous 64
-0.0%
Holding current value
$1,513
Previous $4.11 Million
5.59%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,351Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$660 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
-
Mercer Global Advisors Inc Denver, CO13.9MShares$329 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio