Haven Private, LLC Schwab Strategic Tr Us Large C Transaction History
Haven Private, LLC
- $226 Billion
- Q3 2025
A detailed history of Haven Private, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Haven Private, LLC holds 9,439 shares of SCHX stock, worth $250,511. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,439
Previous 9,369
0.75%
Holding current value
$250,511
Previous $229 Million
8.58%
% of portfolio
0.11%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,630Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio