Poehling Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Poehling Capital Management, Inc.
- $373 Million
- Q1 2024
A detailed history of Poehling Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Poehling Capital Management, Inc. holds 51,236 shares of SCHX stock, worth $3.32 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
51,236
Previous 51,236
-0.0%
Holding current value
$3.32 Million
Previous $2.89 Million
10.04%
% of portfolio
0.85%
Previous 0.91%
Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,258Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.33 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.27 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.84 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$824 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$683 Million24.51% of portfolio