Piershale Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Piershale Financial Group, Inc.
- $157 Million
- Q2 2023
A detailed history of Piershale Financial Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Piershale Financial Group, Inc. holds 305,493 shares of SCHX stock, worth $20 Million. This represents 10.2% of its overall portfolio holdings.
Number of Shares
305,493
Previous 300
101731.0%
Holding current value
$20 Million
Previous $14,000
114171.43%
% of portfolio
10.2%
Previous 0.01%
Shares
21 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.39 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.3 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$832 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$689 Million24.51% of portfolio