O'Shaughnessy Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History
O'Shaughnessy Asset Management, LLC
- $8.9 Billion
- Q1 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 9,542 shares of SCHX stock, worth $631,966. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,542
Previous 8,096
17.86%
Holding current value
$631,966
Previous $456,000
29.82%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding SCHX
# of Institutions
1,262Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.47 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.34 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.88 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$841 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$697 Million24.51% of portfolio