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 $4.08 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
172,600
Previous 169,483
1.84%
Holding current value
$4.08 Million
Previous $7.18 Million
8.55%
% of portfolio
1.86%
Previous 2.05%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,352Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$606 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$329 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio