Rtd Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Rtd Financial Advisors, Inc.
- $744 Million
- Q2 2024
A detailed history of Rtd Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 134,933 shares of SCHX stock, worth $9.15 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
134,933
Previous 136,711
1.3%
Holding current value
$9.15 Million
Previous $8.48 Million
2.18%
% of portfolio
1.17%
Previous 1.14%
Shares
11 transactions
Others Institutions Holding SCHX
# of Institutions
1,317Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$970 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$849 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$718 Million25.33% of portfolio