Psi Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Psi Advisors, LLC

$275 Million
Q1 2024

A detailed history of Psi Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Psi Advisors, LLC holds 574 shares of SCHX stock, worth $37,223. This represents 0.01% of its overall portfolio holdings.

Number of Shares

574

Holding current value

$37,223

% of portfolio

0.01%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$55.41 - $62.08 $31,805 - $35,633	574 New	574 $35,000
Q1 2022 Apr 20, 2022	SELL	N/A	-302 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	N/A	302 New	302 $31,000

Others Institutions Holding SCHX

# of Institutions

1,258

Shares Held

426M

Call Options Held

40.4K

Put Options Held

1.4K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

97.7M
Shares

$6.33 Billion
8.33% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

50.4M
Shares

$3.27 Billion
0.73% of portfolio
Creative Planning Overland Park, KS

28.3M
Shares

$1.84 Billion
1.95% of portfolio
Sei Investments CO Oaks, PA

12.7M
Shares

$824 Million
1.18% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.5M
Shares

$683 Million
24.51% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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