Walker Financial Services, Inc. Schwab Strategic Tr Us Large C Transaction History
Walker Financial Services, Inc.
- $122 Billion
- Q1 2024
A detailed history of Walker Financial Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Walker Financial Services, Inc. holds 14,235 shares of SCHX stock, worth $923,139. This represents 0.73% of its overall portfolio holdings.
Number of Shares
14,235
Previous 14,421
1.29%
Holding current value
$923,139
Previous $813 Million
8.61%
% of portfolio
0.73%
Previous 0.84%
Shares
8 transactions
Others Institutions Holding SCHX
# of Institutions
1,258Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.33 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.27 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.84 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$824 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$683 Million24.51% of portfolio