Strategic Equity Management Schwab Strategic Tr Us Large C Transaction History
Strategic Equity Management
- $208 Million
- Q4 2024
A detailed history of Strategic Equity Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Equity Management holds 1,578,420 shares of SCHX stock, worth $36.4 Million. This represents 17.63% of its overall portfolio holdings.
Number of Shares
1,578,420
Previous 524,315
201.04%
Holding current value
$36.4 Million
Previous $35.6 Million
2.85%
% of portfolio
17.63%
Previous 19.34%
Shares
5 transactions
Others Institutions Holding SCHX
# of Institutions
1,472Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.76 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.9 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$811 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$741 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$605 Million8.63% of portfolio