Seaside Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Seaside Wealth Management, Inc.
- $264 Million
- Q3 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 5,284 shares of SCHX stock, worth $119,154. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,284
Previous 5,284
-0.0%
Holding current value
$119,154
Previous $339,000
5.6%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,335Shares Held
461MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.36 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$630 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$464 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$283 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$239 Million25.33% of portfolio