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 $3.89 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
172,600
Previous 169,483
1.84%
Holding current value
$3.89 Million
Previous $7.18 Million
8.55%
% of portfolio
1.86%
Previous 2.05%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,335Shares Held
461MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.36 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$630 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$464 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$283 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$239 Million25.33% of portfolio