Fin Dec Wealth Services, Inc. Schwab Strategic Tr Us Large C Transaction History
Fin Dec Wealth Services, Inc.
- $158 Billion
- Q2 2024
A detailed history of Fin Dec Wealth Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 32,482 shares of SCHX stock, worth $2.2 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
32,482
Previous 33,182
2.11%
Holding current value
$2.2 Million
Previous $2.06 Billion
1.34%
% of portfolio
1.32%
Previous 1.29%
Shares
7 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