Stephens Consulting, LLC Schwab Strategic Tr Us Large C Transaction History
Stephens Consulting, LLC
- $326 Billion
- Q1 2024
A detailed history of Stephens Consulting, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Stephens Consulting, LLC holds 2,113 shares of SCHX stock, worth $138,549. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,113
Previous 2,113
-0.0%
Holding current value
$138,549
Previous $119 Million
10.03%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares 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