Parkside Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Parkside Advisors LLC
- $391 Million
- Q2 2024
A detailed history of Parkside Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Parkside Advisors LLC holds 7,581 shares of SCHX stock, worth $488,368. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,581
Previous 7,581
-0.0%
Holding current value
$488,368
Previous $470,000
3.62%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,270Shares Held
428MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.29 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.25 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.83 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$818 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$678 Million24.51% of portfolio