Wealth Group LTD Schwab Strategic Tr Us Large C Transaction History
Wealth Group LTD
- $344 Billion
- Q3 2024
A detailed history of Wealth Group LTD transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Group LTD holds 39,335 shares of SCHX stock, worth $920,045. This represents 0.78% of its overall portfolio holdings.
Number of Shares
39,335
Previous 39,576
0.61%
Holding current value
$920,045
Previous $2.54 Billion
4.96%
% of portfolio
0.78%
Previous 0.77%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,335Shares Held
461MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.49 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$293 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$248 Million25.33% of portfolio