Petra Financial Advisors Inc Schwab Strategic Tr Us Large C Transaction History
Petra Financial Advisors Inc
- $136 Billion
- Q1 2024
A detailed history of Petra Financial Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Petra Financial Advisors Inc holds 29,497 shares of SCHX stock, worth $1.93 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
29,497
Previous 29,497
-0.0%
Holding current value
$1.93 Million
Previous $1.66 Billion
1.7%
% of portfolio
1.24%
Previous 1.39%
Shares
5 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