Oliver Lagore Vanvalin Investment Group Schwab Strategic Tr Us Large C Transaction History
Oliver Lagore Vanvalin Investment Group
- $359 Million
- Q3 2024
A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 24 shares of SCHX stock, worth $573. This represents 0.0% of its overall portfolio holdings.
Number of Shares
24
Previous 24
-0.0%
Holding current value
$573
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,379Shares Held
472MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$667 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$612 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$594 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$492 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$332 Million2.07% of portfolio