Retirement Planning Group Schwab Strategic Tr Us Large C Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
A detailed history of Retirement Planning Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Retirement Planning Group holds 25,476 shares of SCHX stock, worth $613,207. This represents 0.11% of its overall portfolio holdings.
Number of Shares
25,476
Previous 18,915
34.69%
Holding current value
$613,207
Previous $1.22 Million
42.22%
% of portfolio
0.11%
Previous 0.09%
Shares
21 transactions
Others Institutions Holding SCHX
# of Institutions
1,362Shares Held
404MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$672 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$616 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$496 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$335 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$297 Million1.12% of portfolio