Poehling Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Poehling Capital Management, Inc.
- $450 Million
- Q3 2025
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 151,707 shares of SCHX stock, worth $4.02 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
151,707
Previous 153,707
1.3%
Holding current value
$4.02 Million
Previous $3.76 Million
6.36%
% of portfolio
0.89%
Previous 0.91%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,605Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.48 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.16 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$954 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$875 Million9.79% of portfolio