Trust Point Inc. Schwab Strategic Tr Us Large C Transaction History

Trust Point Inc.

$1.1 Trillion
Q1 2025

A detailed history of Trust Point Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Trust Point Inc. holds 17,640 shares of SCHX stock, worth $366,735. This represents 0.04% of its overall portfolio holdings.

Number of Shares

17,640

Holding current value

$366,735

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	$21.75 - $24.28 $383,670 - $428,299	17,640 New	17,640 $389 Million

Others Institutions Holding SCHX

# of Institutions

1,476

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

Us Bancorp \De\

206M
Shares

$4.29 Billion
6.33% of portfolio
Creative Planning Overland Park, KS

82.5M
Shares

$1.71 Billion
1.86% of portfolio
Sei Investments CO Oaks, PA

35.2M
Shares

$731 Million
1.08% of portfolio
Hbk Sorce Advisory LLC Erie, PA

32.1M
Shares

$668 Million
29.48% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

26.2M
Shares

$546 Million
8.63% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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