Shira Ridge Wealth Management Schwab Strategic Tr Us Large C Transaction History
Shira Ridge Wealth Management
- $204 Billion
- Q4 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 9,735 shares of SCHX stock, worth $230,816. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,735
Previous 3,245
200.0%
Holding current value
$230,816
Previous $220 Million
2.48%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,355Shares Held
389MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$662 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$607 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$488 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$330 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$293 Million1.12% of portfolio