Cm Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Cm Wealth Advisors LLC
- $310 Million
- Q1 2025
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 32,124 shares of SCHX stock, worth $699,018. This represents 0.23% of its overall portfolio holdings.
Number of Shares
32,124
Previous 32,124
-0.0%
Holding current value
$699,018
Previous $744,000
4.7%
% of portfolio
0.23%
Previous 0.25%
Shares
9 transactions
Others Institutions Holding SCHX
# of Institutions
1,480Shares Held
1.09BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.49 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.79 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$765 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$719 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$571 Million8.63% of portfolio