Permanens Capital L.P. Schwab Strategic Tr Us Large C Transaction History
Permanens Capital L.P.
- $814 Million
- Q1 2024
Shares
5 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