Trivant Custom Portfolio Group, LLC Schwab Strategic Tr Us Large C Transaction History
Trivant Custom Portfolio Group, LLC
- $174 Billion
- Q1 2025
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 $121,008. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,800
Previous 4,800
-0.0%
Holding current value
$121,008
Previous $111 Million
4.75%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,536Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\206MShares$5.2 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.06 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$877 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$845 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$787 Million9.64% of portfolio