Signature Estate & Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Signature Estate & Investment Advisors LLC
- $4.32 Billion
- Q3 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 86,430 shares of SCHX stock, worth $2.04 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
86,430
Previous 83,893
3.02%
Holding current value
$2.04 Million
Previous $5.39 Million
8.79%
% of portfolio
0.14%
Previous 0.14%
Shares
24 transactions
Others Institutions Holding SCHX
# of Institutions
1,351Shares Held
348MCall 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