Investor'S Fiduciary Advisor Network, LLC Schwab Strategic Tr Us Large C Transaction History
Investor'S Fiduciary Advisor Network, LLC
- $212 Million
- Q1 2025
A detailed history of Investor'S Fiduciary Advisor Network, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Investor'S Fiduciary Advisor Network, LLC holds 30,591 shares of SCHX stock, worth $714,605. This represents 0.32% of its overall portfolio holdings.
Number of Shares
30,591
Previous 20,952
46.01%
Holding current value
$714,605
Previous $485,000
39.18%
% of portfolio
0.32%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,497Shares Held
1.15BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\217MShares$5.07 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$1.93 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$812 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$772 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$730 Million9.64% of portfolio