Rock Point Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Rock Point Advisors, LLC
- $358 Million
- Q3 2024
A detailed history of Rock Point Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rock Point Advisors, LLC holds 4,956 shares of SCHX stock, worth $114,979. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,956
Previous 5,141
3.6%
Holding current value
$114,979
Previous $330,000
1.82%
% of portfolio
0.09%
Previous 0.1%
Shares
27 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