Xml Financial, LLC Schwab Strategic Tr Us Large C Transaction History
Xml Financial, LLC
- $1.07 Billion
- Q3 2024
A detailed history of Xml Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Xml Financial, LLC holds 11,394 shares of SCHX stock, worth $272,202. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,394
Previous 11,368
0.23%
Holding current value
$272,202
Previous $730,000
5.89%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$667 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$612 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$492 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$332 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$295 Million1.12% of portfolio