North Point Portfolio Managers Corp Schwab Strategic Tr Us Large C Transaction History

North Point Portfolio Managers Corp

$585 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	N/A	-2,000 Closed	0 $0
Q2 2021 Jul 28, 2021	BUY	N/A	2,000 New	2,000 $208,000

Others Institutions Holding SCHX

# of Institutions

1,259

Shares Held

427M

Call Options Held

40.4K

Put Options Held

1.4K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

97.7M
Shares

$6.34 Billion
8.33% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

50.4M
Shares

$3.27 Billion
0.73% of portfolio
Creative Planning Overland Park, KS

28.3M
Shares

$1.84 Billion
1.95% of portfolio
Sei Investments CO Oaks, PA

12.7M
Shares

$824 Million
1.18% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.5M
Shares

$683 Million
24.51% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of North Point Portfolio Managers Corp, based on Form 13F filings with the SEC.

News

Stay updated on North Point Portfolio Managers Corp with notifications on news.