Sharkey, Howes & Javer Schwab Strategic Tr Us Large C Transaction History
Sharkey, Howes & Javer
- $678 Million
- Q2 2025
A detailed history of Sharkey, Howes & Javer transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sharkey, Howes & Javer holds 152,450 shares of SCHX stock, worth $4.06 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
152,450
Previous 160,321
4.91%
Holding current value
$4.06 Million
Previous $3.54 Million
5.26%
% of portfolio
0.55%
Previous 0.54%
Shares
33 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.5 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.17 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$959 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$894 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$879 Million9.79% of portfolio