Trivant Custom Portfolio Group, LLC Schwab Strategic Tr Us Large C Transaction History
Trivant Custom Portfolio Group, LLC
- $163 Billion
- Q2 2024
A detailed history of Trivant Custom Portfolio Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 1,600 shares of SCHX stock, worth $103,824. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,600
Previous 1,600
-0.0%
Holding current value
$103,824
Previous $99.3 Million
3.53%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
427MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.34 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.27 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.84 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$824 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$683 Million24.51% of portfolio