Williams & Novak, LLC Schwab Strategic Tr Us Large C Transaction History
Williams & Novak, LLC
- $107 Billion
- Q3 2024
A detailed history of Williams & Novak, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Williams & Novak, LLC holds 8,090 shares of SCHX stock, worth $189,225. This represents 0.51% of its overall portfolio holdings.
Number of Shares
8,090
Previous 8,181
1.11%
Holding current value
$189,225
Previous $526 Million
4.43%
% of portfolio
0.51%
Previous 0.49%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,336Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.49 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$293 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$248 Million25.33% of portfolio