Summitry LLC Schwab Strategic Tr Us Large C Transaction History
Summitry LLC
- $1.91 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,464Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$5.01 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$2 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$853 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$780 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$637 Million8.63% of portfolio