Rossby Financial, Lcc Schwab Strategic Tr Us Large C Transaction History

Rossby Financial, Lcc

$237 Billion
Q1 2025

A detailed history of Rossby Financial, Lcc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rossby Financial, Lcc holds 4,287 shares of SCHX stock, worth $100,615. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,287

Holding current value

$100,615

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$21.75 - $24.28 $93,242 - $104,088	4,287 New	4,287 $93.3 Million

Others Institutions Holding SCHX

# of Institutions

1,496

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.4K

Us Bancorp \De\

217M
Shares

$5.1 Billion
6.48% of portfolio
Creative Planning Overland Park, KS

82.7M
Shares

$1.94 Billion
1.72% of portfolio
Sei Investments CO Oaks, PA

34.8M
Shares

$816 Million
1.02% of portfolio
Hbk Sorce Advisory LLC Erie, PA

33M
Shares

$775 Million
28.87% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

31.2M
Shares

$733 Million
9.64% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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Rossby Financial, Lcc Schwab Strategic Tr Us Large C Transaction History