Powers Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History
Powers Advisory Group, LLC
- $200 Million
- Q3 2024
A detailed history of Powers Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Powers Advisory Group, LLC holds 403,013 shares of SCHX stock, worth $9.33 Million. This represents 13.64% of its overall portfolio holdings.
Number of Shares
403,013
Previous 402,155
0.21%
Holding current value
$9.33 Million
Previous $25.8 Million
5.83%
% of portfolio
13.64%
Previous 14.09%
Shares
12 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$647 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$593 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$477 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$322 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$286 Million1.12% of portfolio