Steward Partners Investment Advisory, LLC Schwab Strategic Tr Us Large C Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 7,012 shares of SCHX stock, worth $165,833. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,012
Previous 6,512
7.68%
Holding current value
$165,833
Previous $404,000
11.39%
% of portfolio
0.0%
Previous 0.0%
Shares
24 transactions
Others Institutions Holding SCHX
# of Institutions
1,336Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.53 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$296 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$251 Million25.33% of portfolio