Walkner Condon Financial Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Walkner Condon Financial Advisors LLC
- $459 Million
- Q2 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 109,756 shares of SCHX stock, worth $7.44 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
109,756
Previous 109,756
-0.0%
Holding current value
$7.44 Million
Previous $7.05 Million
-0.0%
% of portfolio
1.54%
Previous 1.54%
Shares
16 transactions
Others Institutions Holding SCHX
# of Institutions
1,316Shares 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$970 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$849 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$718 Million25.33% of portfolio