Long View Wealth Management Schwab Strategic Tr Us Large C Transaction History
Long View Wealth Management
- $271 Billion
- Q2 2024
A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Long View Wealth Management holds 105,790 shares of SCHX stock, worth $7.03 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
105,790
Previous 90,626
16.73%
Holding current value
$7.03 Million
Previous $5.62 Billion
20.85%
% of portfolio
2.51%
Previous 2.23%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.9 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.87 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$951 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$832 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$704 Million25.33% of portfolio