Relaxing Retirement Coach Schwab Strategic Tr Us Large C Transaction History
Relaxing Retirement Coach
- $320 Million
- Q2 2023
A detailed history of Relaxing Retirement Coach transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Relaxing Retirement Coach holds 163,157 shares of SCHX stock, worth $3.79 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
163,157
Previous 164,428
0.77%
Holding current value
$3.79 Million
Previous $7.95 Million
7.43%
% of portfolio
2.67%
Previous 2.73%
Shares
24 transactions
Others Institutions Holding SCHX
# of Institutions
1,350Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$648 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$594 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$478 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$323 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$287 Million1.12% of portfolio