Daymark Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Daymark Wealth Partners, LLC
- $2.79 Billion
- Q3 2025
A detailed history of Daymark Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 33,918 shares of SCHX stock, worth $887,294. This represents 0.03% of its overall portfolio holdings.
Number of Shares
33,918
Previous 9,824
245.26%
Holding current value
$887,294
Previous $240,000
272.08%
% of portfolio
0.03%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,570Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.4 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.13 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$941 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$891 Million29.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$863 Million9.79% of portfolio