Per Stirling Capital Management, Llc. Schwab Strategic Tr Us Large C Transaction History
Per Stirling Capital Management, Llc.
- $599 Billion
- Q1 2024
A detailed history of Per Stirling Capital Management, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Per Stirling Capital Management, Llc. holds 25,583 shares of SCHX stock, worth $1.68 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
25,583
Previous 26,749
4.36%
Holding current value
$1.68 Million
Previous $1.51 Billion
5.24%
% of portfolio
0.26%
Previous 0.28%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,261Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.4 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.31 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$833 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$690 Million24.51% of portfolio