Private Wealth Management Group, LLC Schwab Strategic Tr Us Large C Transaction History
Private Wealth Management Group, LLC
- $301 Billion
- Q2 2025
A detailed history of Private Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 1,422 shares of SCHX stock, worth $36,758. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,422
Previous 1,422
-0.0%
Holding current value
$36,758
Previous $31.4 Million
10.69%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.34 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.11 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$930 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$867 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$852 Million9.79% of portfolio