Strategic Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History
Strategic Asset Management, LLC
- $57.7 Million
- Q3 2022
A detailed history of Strategic Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Asset Management, LLC holds 427 shares of SCHX stock, worth $28,869. This represents 0.03% of its overall portfolio holdings.
Number of Shares
427
Previous 527
18.98%
Holding current value
$28,869
Previous $24,000
25.0%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,314Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$968 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$847 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$716 Million25.33% of portfolio