1900 Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
1900 Wealth Management LLC
- $1.05 Billion
- Q1 2024
A detailed history of 1900 Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, 1900 Wealth Management LLC holds 47,362 shares of SCHX stock, worth $3.07 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
47,362
Previous 47,790
0.9%
Holding current value
$3.07 Million
Previous $2.7 Million
9.05%
% of portfolio
0.28%
Previous 0.25%
Shares
12 transactions
Others Institutions Holding SCHX
# of Institutions
1,258Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.33 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.27 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.84 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$824 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$683 Million24.51% of portfolio