York Bridge Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2017 Oct 27, 2017	SELL	N/A	-250 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	250	250 $14,000

Others Institutions Holding SCHX

# of Institutions

1,314

Shares Held

447M

Call Options Held

24.7K

Put Options Held

3.6K

Charles Schwab Investment Management Inc San Francisco, CA

149M
Shares

$10.1 Billion
1.85% of portfolio
Creative Planning Overland Park, KS

28.2M
Shares

$1.91 Billion
1.94% of portfolio
Us Bancorp \De\

14.3M
Shares

$968 Million
1.26% of portfolio
Sei Investments CO Oaks, PA

12.5M
Shares

$847 Million
1.17% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.6M
Shares

$716 Million
25.33% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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