Shira Ridge Wealth Management Schwab Strategic Tr Us Large C Transaction History
Shira Ridge Wealth Management
- $196 Billion
- Q3 2024
A detailed history of Shira Ridge Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Shira Ridge Wealth Management holds 3,245 shares of SCHX stock, worth $75,933. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,245
Previous 3,245
-0.0%
Holding current value
$75,933
Previous $209 Million
5.6%
% of portfolio
0.11%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,351Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$599 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio