Sanford Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History
Sanford Advisory Services, LLC
- $420 Million
- Q4 2022
A detailed history of Sanford Advisory Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 172,600 shares of SCHX stock, worth $3.98 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
172,600
Previous 169,483
1.84%
Holding current value
$3.98 Million
Previous $7.18 Million
8.55%
% of portfolio
1.86%
Previous 2.05%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,472Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.76 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.9 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$811 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$741 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$605 Million8.63% of portfolio