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 $411,012. This represents 0.04% of its overall portfolio holdings.

Number of Shares

17,640

Holding current value

$411,012

% 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

1,498

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

Us Bancorp \De\

217M
Shares

$5.06 Billion
6.48% of portfolio
Creative Planning Overland Park, KS

82.7M
Shares

$1.93 Billion
1.72% of portfolio
Sei Investments CO Oaks, PA

34.8M
Shares

$810 Million
1.02% of portfolio
Hbk Sorce Advisory LLC Erie, PA

33M
Shares

$770 Million
28.87% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

31.2M
Shares

$728 Million
9.64% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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