Austin Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Austin Wealth Management, LLC
- $562 Billion
- Q2 2025
A detailed history of Austin Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Austin Wealth Management, LLC holds 11,979 shares of SCHX stock, worth $317,203. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,979
Previous 20,335
41.09%
Holding current value
$317,203
Previous $439 Million
31.74%
% of portfolio
0.05%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.47 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.16 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$952 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$888 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$873 Million9.79% of portfolio