Investor'S Fiduciary Advisor Network, LLC Schwab Strategic Tr Us Large C Transaction History
Investor'S Fiduciary Advisor Network, LLC
- $295 Million
- Q3 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 88,568 shares of SCHX stock, worth $2.35 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
88,568
Previous 79,984
10.73%
Holding current value
$2.35 Million
Previous $1.95 Million
19.34%
% of portfolio
0.79%
Previous 0.73%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,605Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.48 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.16 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$954 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$875 Million9.79% of portfolio