W.G. Shaheen & Associates Dba Whitney & CO Schwab Strategic Tr Us Large C Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$915 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 07, 2019	SELL	N/A	-1,175 Closed	0 $0
Q1 2018 May 11, 2018	SELL	N/A	-2,210 Reduced 65.29%	1,175 $74,000
Q4 2017 Feb 12, 2018	BUY	N/A	3,385	3,385 $216,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

Creative Planning Overland Park, KS

27.9M
Shares

$653 Million
1.88% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

25.6M
Shares

$599 Million
18.81% of portfolio
Us Bancorp \De\

20.6M
Shares

$482 Million
1.81% of portfolio
Mercer Global Advisors Inc Denver, CO

13.9M
Shares

$326 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

12.4M
Shares

$289 Million
1.12% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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