R. W. Roge & Company, Inc. Schwab Strategic Tr Us Large C Transaction History
R. W. Roge & Company, Inc.
- $185 Million
- Q4 2024
A detailed history of R. W. Roge & Company, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, R. W. Roge & Company, Inc. holds 430,560 shares of SCHX stock, worth $9.46 Million. This represents 5.38% of its overall portfolio holdings.
Number of Shares
430,560
Previous 144,814
197.32%
Holding current value
$9.46 Million
Previous $9.83 Million
1.58%
% of portfolio
5.38%
Previous 5.25%
Shares
21 transactions
Others Institutions Holding SCHX
# of Institutions
1,478Shares Held
1.08BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.53 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.81 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$772 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$706 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$576 Million8.63% of portfolio