Symphony Financial, Ltd. Co. Schwab Strategic Tr Us Large C Transaction History
Symphony Financial, Ltd. Co.
- $177 Million
- Q1 2025
A detailed history of Symphony Financial, Ltd. Co. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 18,276 shares of SCHX stock, worth $418,885. This represents 0.23% of its overall portfolio holdings.
Number of Shares
18,276
Previous 9,138
100.0%
Holding current value
$418,885
Previous $211,000
91.0%
% of portfolio
0.23%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,496Shares Held
1.14BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\217MShares$4.98 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$1.89 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$797 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$757 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$716 Million9.64% of portfolio