Transamerica Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Transamerica Financial Advisors, Inc.
- $1.02 Billion
- Q3 2024
A detailed history of Transamerica Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 262,277 shares of SCHX stock, worth $6.24 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
262,277
Previous 226,343
15.88%
Holding current value
$6.24 Million
Previous $14.5 Million
22.37%
% of portfolio
1.74%
Previous 1.55%
Shares
9 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$664 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$610 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$490 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$331 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$294 Million1.12% of portfolio