Quotient Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Quotient Wealth Partners, LLC
- $2.8 Trillion
- Q1 2024
A detailed history of Quotient Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 3,542 shares of SCHX stock, worth $230,690. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,542
Previous 6,492
45.44%
Holding current value
$230,690
Previous $366 Million
39.97%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.36 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.28 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.85 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$827 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$685 Million24.51% of portfolio