Steele Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Steele Capital Management, Inc.
- $1.79 Trillion
- Q2 2024
A detailed history of Steele Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 1,292,727 shares of SCHX stock, worth $82.5 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
1,292,727
Previous 1,029,742
25.54%
Holding current value
$82.5 Million
Previous $63.9 Billion
30.21%
% of portfolio
4.64%
Previous 3.67%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
446MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.52 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.8 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$914 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$800 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$676 Million25.33% of portfolio