Intelligence Driven Advisers, LLC Schwab Strategic Tr Us Large C Transaction History
Intelligence Driven Advisers, LLC
- $652 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,527Shares Held
1.14BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\206MShares$5.14 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.06 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$866 Million1.02% of portfolio
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Hbk Sorce Advisory LLC Erie, PA33MShares$823 Million28.87% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$778 Million9.64% of portfolio