Montis Financial, LLC Schwab Strategic Tr Us Large C Transaction History
Montis Financial, LLC
- $218 Million
- Q2 2024
A detailed history of Montis Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Montis Financial, LLC holds 154,135 shares of SCHX stock, worth $10.4 Million. This represents 4.55% of its overall portfolio holdings.
Number of Shares
154,135
Previous 161,015
4.27%
Holding current value
$10.4 Million
Previous $9.99 Million
0.89%
% of portfolio
4.55%
Previous 4.76%
Shares
7 transactions
Others Institutions Holding SCHX
# of Institutions
1,314Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$968 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$847 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$716 Million25.33% of portfolio