Trustcore Financial Services, LLC Schwab Strategic Tr Us Large C Transaction History
Trustcore Financial Services, LLC
- $1.13 Billion
- Q4 2022
A detailed history of Trustcore Financial Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Trustcore Financial Services, LLC holds 86,372 shares of SCHX stock, worth $5.84 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
86,372
Previous 86,998
0.72%
Holding current value
$5.84 Million
Previous $3.68 Million
5.84%
% of portfolio
0.35%
Previous 0.35%
Shares
21 transactions
Others Institutions Holding SCHX
# of Institutions
1,314Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$968 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$847 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$716 Million25.33% of portfolio