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 $3.96 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
172,600
Previous 169,483
1.84%
Holding current value
$3.96 Million
Previous $7.18 Million
8.55%
% of portfolio
1.86%
Previous 2.05%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,496Shares Held
1.14BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\217MShares$4.98 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$1.89 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$797 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$757 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$716 Million9.64% of portfolio