Mason & Associates, LLC Schwab Strategic Tr Us Large C Transaction History
Mason & Associates, LLC
- $327 Billion
- Q3 2024
A detailed history of Mason & Associates, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mason & Associates, LLC holds 9,527 shares of SCHX stock, worth $225,313. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,527
Previous 9,527
-0.0%
Holding current value
$225,313
Previous $612 Million
5.6%
% of portfolio
0.2%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,340Shares Held
331MCall Options Held
24.7KPut Options Held
3.6K-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$606 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$252 Million28.24% of portfolio