Red Tortoise LLC Schwab Strategic Tr Us Large C Transaction History
Red Tortoise LLC
- $192 Million
- Q1 2025
A detailed history of Red Tortoise LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Red Tortoise LLC holds 336,350 shares of SCHX stock, worth $7.32 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
336,350
Previous 346,111
2.82%
Holding current value
$7.32 Million
Previous $8.02 Million
7.43%
% of portfolio
3.86%
Previous 4.19%
Shares
14 transactions
Others Institutions Holding SCHX
# of Institutions
1,480Shares Held
1.09BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.49 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.79 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$765 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$719 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$571 Million8.63% of portfolio