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 $4.22 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
163,157
Previous 164,428
0.77%
Holding current value
$4.22 Million
Previous $7.95 Million
7.43%
% of portfolio
2.67%
Previous 2.73%
Shares
24 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.34 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.11 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$930 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$867 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$852 Million9.79% of portfolio