Stewardship Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Stewardship Advisors, LLC
- $347 Million
- Q1 2025
A detailed history of Stewardship Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Stewardship Advisors, LLC holds 42,623 shares of SCHX stock, worth $1.04 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
42,623
Previous 38,488
10.74%
Holding current value
$1.04 Million
Previous $892,000
4.93%
% of portfolio
0.27%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,499Shares Held
1.15BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\217MShares$5.32 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.03 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$852 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$809 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$765 Million9.64% of portfolio