North Star Asset Management LLC /Nj/ Schwab Strategic Tr Us Large C Transaction History
North Star Asset Management LLC /Nj/
- $144 Billion
- Q2 2024
A detailed history of North Star Asset Management LLC /Nj/ transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, North Star Asset Management LLC /Nj/ holds 4,079 shares of SCHX stock, worth $274,435. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,079
Previous 4,805
15.11%
Holding current value
$274,435
Previous $298 Million
12.12%
% of portfolio
0.18%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,315Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.9 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$963 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$843 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$713 Million25.33% of portfolio