Monetta Financial Services Inc Schwab Strategic Tr Us Large C Transaction History

Monetta Financial Services Inc

$110 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 13, 2018	SELL	N/A	-120,000 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	120,000	120,000 $7.21 Million

Others Institutions Holding SCHX

# of Institutions

1,270

Shares Held

428M

Call Options Held

40.4K

Put Options Held

1.4K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

97.7M
Shares

$6.29 Billion
8.33% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

50.4M
Shares

$3.25 Billion
0.73% of portfolio
Creative Planning Overland Park, KS

28.3M
Shares

$1.83 Billion
1.95% of portfolio
Sei Investments CO Oaks, PA

12.7M
Shares

$818 Million
1.18% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.5M
Shares

$678 Million
24.51% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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