Jpl Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Jpl Wealth Management, LLC
- $255 Billion
- Q1 2025
A detailed history of Jpl Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 5,485 shares of SCHX stock, worth $137,399. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,485Holding current value
$137,399% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,537Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\206MShares$5.17 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.07 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$871 Million1.02% of portfolio
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Hbk Sorce Advisory LLC Erie, PA33.5MShares$840 Million29.75% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$782 Million9.64% of portfolio