Signature Estate & Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Signature Estate & Investment Advisors LLC
- $3.98 Billion
- Q2 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 83,893 shares of SCHX stock, worth $1.89 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
83,893
Previous 10,011
738.01%
Holding current value
$1.89 Million
Previous $621,000
767.95%
% of portfolio
0.14%
Previous 0.02%
Shares
23 transactions
Others Institutions Holding SCHX
# of Institutions
1,333Shares 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