Hamilton Point Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Hamilton Point Investment Advisors, LLC
- $634 Million
- Q3 2025
A detailed history of Hamilton Point Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 894 shares of SCHX stock, worth $23,387. This represents 0.0% of its overall portfolio holdings.
Number of Shares
894
              Previous 894
              
        
           -0.0%
        
      
          
        Holding current value
$23,387
            Previous $21,000
            
        
           9.52%
        
      
          
        % of portfolio
0.0%
            Previous 0.0%
          
        Shares
	  3 transactions
	
  Others Institutions Holding SCHX
# of Institutions
1,580Shares Held
1.14BCall Options Held
68.6KPut Options Held
200- 
    
      Us Bancorp \De\206MShares$5.4 Billion6.45% of portfolio
- 
    
      Creative Planning Overland Park, KS81.6MShares$2.13 Billion1.72% of portfolio
- 
    
      Sei Investments CO Oaks, PA36MShares$941 Million1.06% of portfolio
- 
    
      Hbk Sorce Advisory LLC Erie, PA34MShares$891 Million29.65% of portfolio
- 
    
      Moneta Group Investment Advisors LLC St Louis, MO33MShares$863 Million9.79% of portfolio