Soltis Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Soltis Investment Advisors LLC
- $889 Million
- Q1 2024
A detailed history of Soltis Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 3,966 shares of SCHX stock, worth $260,010. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,966
Previous 3,966
-0.0%
Holding current value
$260,010
Previous $246,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,261Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.4 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.31 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$833 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$690 Million24.51% of portfolio