Strategic Planning Group, LLC Schwab Strategic Tr Us Large C Transaction History
Strategic Planning Group, LLC
- $507 Billion
- Q3 2024
A detailed history of Strategic Planning Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Planning Group, LLC holds 3,664 shares of SCHX stock, worth $86,690. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,664
Previous 3,642
0.6%
Holding current value
$86,690
Previous $234 Million
6.26%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,347Shares Held
332MCall Options Held
24.7KPut Options Held
3.6K-
Creative Planning Overland Park, KS27.9MShares$661 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$606 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$329 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio