Sonoma Private Wealth LLC Schwab Strategic Tr Us Large C Transaction History
Sonoma Private Wealth LLC
- $61.6 Billion
- Q2 2024
A detailed history of Sonoma Private Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 4,964 shares of SCHX stock, worth $316,901. This represents 0.52% of its overall portfolio holdings.
Number of Shares
4,964
Previous 11,734
57.7%
Holding current value
$316,901
Previous $728 Million
56.2%
% of portfolio
0.52%
Previous 1.17%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
446MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.52 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.8 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$914 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$800 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$676 Million25.33% of portfolio