Cm Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Cm Wealth Advisors LLC
- $210 Million
- Q2 2024
A detailed history of Cm Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 10,708 shares of SCHX stock, worth $725,788. This represents 0.33% of its overall portfolio holdings.
Number of Shares
10,708
Previous 11,239
4.72%
Holding current value
$725,788
Previous $697,000
1.43%
% of portfolio
0.33%
Previous 0.2%
Shares
8 transactions
Others Institutions Holding SCHX
# of Institutions
1,317Shares 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