Valicenti Advisory Services Inc Schwab Strategic Tr Us Large C Transaction History
Valicenti Advisory Services Inc
- $389 Million
- Q1 2025
A detailed history of Valicenti Advisory Services Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Valicenti Advisory Services Inc holds 1,324,510 shares of SCHX stock, worth $28.8 Million. This represents 7.52% of its overall portfolio holdings.
Number of Shares
1,324,510
Previous 1,337,246
0.95%
Holding current value
$28.8 Million
Previous $31 Million
5.65%
% of portfolio
7.52%
Previous 7.72%
Shares
31 transactions
Others Institutions Holding SCHX
# of Institutions
1,480Shares Held
1.09BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.49 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.79 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$765 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$719 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$571 Million8.63% of portfolio