Private Asset Management Inc Schwab Strategic Tr Us Large C Transaction History
Private Asset Management Inc
- $419 Million
- Q3 2023
A detailed history of Private Asset Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Private Asset Management Inc holds 5,030 shares of SCHX stock, worth $340,933. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,030
Previous 5,205
3.36%
Holding current value
$340,933
Previous $272,000
6.62%
% of portfolio
0.06%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding SCHX
# of Institutions
1,316Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$970 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$849 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$718 Million25.33% of portfolio