Gray Wealth Management Inc. Schwab Strategic Tr Us Large C Transaction History
Gray Wealth Management Inc.
- $261 Million
- Q4 2024
A detailed history of Gray Wealth Management Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gray Wealth Management Inc. holds 18,771 shares of SCHX stock, worth $449,190. This represents 0.17% of its overall portfolio holdings.
Number of Shares
18,771
Previous 6,128
206.32%
Holding current value
$449,190
Previous $415,000
4.82%
% of portfolio
0.17%
Previous 0.17%
Shares
12 transactions
Others Institutions Holding SCHX
# of Institutions
1,433Shares Held
887MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.94 Billion6.33% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$841 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$769 Million29.48% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$668 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$628 Million8.63% of portfolio