Schaper Benz & Wise Investment Counsel Inc Schwab Strategic Tr Us Large C Transaction History

Schaper Benz & Wise Investment Counsel Inc

$1.12 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$49.51 - $57.27 $96,643 - $111,791	-1,952 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$51.9 - $57.29 $101,308 - $111,830	1,952 New	1,952 $222,000

Others Institutions Holding SCHX

# of Institutions

1,316

Shares Held

447M

Call Options Held

24.7K

Put Options Held

3.6K

Charles Schwab Investment Management Inc San Francisco, CA

149M
Shares

$10.1 Billion
1.85% of portfolio
Creative Planning Overland Park, KS

28.2M
Shares

$1.91 Billion
1.94% of portfolio
Us Bancorp \De\

14.3M
Shares

$970 Million
1.26% of portfolio
Sei Investments CO Oaks, PA

12.5M
Shares

$849 Million
1.17% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.6M
Shares

$718 Million
25.33% of portfolio

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