Jim Saulnier & Associates, LLC Schwab Strategic Tr Us Large C Transaction History
Jim Saulnier & Associates, LLC
- $179 Billion
- Q3 2025
A detailed history of Jim Saulnier & Associates, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 18,475 shares of SCHX stock, worth $490,326. This represents 0.27% of its overall portfolio holdings.
Number of Shares
18,475Holding current value
$490,326% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,616Shares Held
1.14BCall Options Held
58.5KPut Options Held
200-
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