Waterloo Capital, L.P. Schwab Strategic Tr Us Large C Transaction History
Waterloo Capital, L.P.
- $783 Billion
- Q1 2024
A detailed history of Waterloo Capital, L.P. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Waterloo Capital, L.P. holds 60,641 shares of SCHX stock, worth $3.98 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
60,641
Previous 62,081
2.32%
Holding current value
$3.98 Million
Previous $3.5 Billion
7.48%
% of portfolio
0.48%
Previous 0.57%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.4 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.31 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$833 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$690 Million24.51% of portfolio