Moseley Investment Management Inc Schwab Strategic Tr Us Large C Transaction History
Moseley Investment Management Inc
- $245 Million
- Q3 2024
A detailed history of Moseley Investment Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Moseley Investment Management Inc holds 8,691 shares of SCHX stock, worth $203,282. This represents 0.24% of its overall portfolio holdings.
Number of Shares
8,691
Previous 8,854
1.84%
Holding current value
$203,282
Previous $568,000
3.7%
% of portfolio
0.24%
Previous 0.27%
Shares
21 transactions
Others Institutions Holding SCHX
# of Institutions
1,336Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.49 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$293 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$248 Million25.33% of portfolio