Holderness Investments CO Schwab Strategic Tr Us Large C Transaction History
Holderness Investments CO
- $421 Million
- Q2 2024
A detailed history of Holderness Investments CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Holderness Investments CO holds 23,619 shares of SCHX stock, worth $1.59 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
23,619
Previous 22,703
4.03%
Holding current value
$1.59 Million
Previous $1.41 Million
7.74%
% of portfolio
0.36%
Previous 0.35%
Shares
28 transactions
Others Institutions Holding SCHX
# of Institutions
1,315Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.9 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$963 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$843 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$713 Million25.33% of portfolio