Stewart & Patten CO LLC Schwab Strategic Tr Us Large C Transaction History
Stewart & Patten CO LLC
- $664 Million
- Q1 2024
A detailed history of Stewart & Patten CO LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Stewart & Patten CO LLC holds 7,811 shares of SCHX stock, worth $507,246. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,811
Previous 7,892
1.03%
Holding current value
$507,246
Previous $445,000
8.76%
% of portfolio
0.07%
Previous 0.07%
Shares
26 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$9.68 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.83 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$930 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$814 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$688 Million25.33% of portfolio