Vishria Bird Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
Vishria Bird Financial Group, LLC
- $264 Million
- Q3 2024
A detailed history of Vishria Bird Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 14,445 shares of SCHX stock, worth $341,624. This represents 0.37% of its overall portfolio holdings.
Number of Shares
14,445
Previous 5,877
145.79%
Holding current value
$341,624
Previous $378,000
159.26%
% of portfolio
0.37%
Previous 0.16%
Shares
24 transactions
Others Institutions Holding SCHX
# of Institutions
1,351Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$606 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$329 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio