Trivant Custom Portfolio Group, LLC Schwab Strategic Tr Us Large C Transaction History
Trivant Custom Portfolio Group, LLC
- $171 Billion
- Q4 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 4,800 shares of SCHX stock, worth $114,912. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,800
Previous 1,600
200.0%
Holding current value
$114,912
Previous $109 Million
2.49%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,359Shares Held
397MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$668 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$613 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$493 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$333 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$296 Million1.12% of portfolio