Poehling Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Poehling Capital Management, Inc.
- $390 Million
- Q3 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 $1.22 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
51,236
Previous 51,236
-0.0%
Holding current value
$1.22 Million
Previous $3.29 Million
5.62%
% of portfolio
0.89%
Previous 0.9%
Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,379Shares Held
472MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$667 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$612 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$594 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$492 Million1.81% of portfolio
-
Campbell Wealth Management15.8MShares$377 Million32.92% of portfolio