Saxony Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History
Saxony Capital Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Saxony Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Saxony Capital Management, LLC holds 93,516 shares of SCHX stock, worth $2.25 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
93,516
Previous 28,865
223.98%
Holding current value
$2.25 Million
Previous $1.96 Billion
10.68%
% of portfolio
1.91%
Previous 1.79%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,399Shares Held
737MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.97 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$672 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$616 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$598 Million46.39% of portfolio
-
Campbell Wealth Management15.8MShares$380 Million32.92% of portfolio