Pathstone Family Office, LLC Schwab Strategic Tr Us Large C Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pathstone Family Office, LLC holds 17,191 shares of SCHX stock, worth $1.16 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,191
Previous 18,712
8.13%
Holding current value
$1.16 Million
Previous $979,000
11.24%
% of portfolio
0.01%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding SCHX
# of Institutions
1,314Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$968 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$847 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$716 Million25.33% of portfolio