Blue Chip Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Blue Chip Wealth Advisors LLC
- $170 Billion
- Q2 2024
A detailed history of Blue Chip Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 3,402 shares of SCHX stock, worth $217,183. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,402
Previous 3,402
-0.0%
Holding current value
$217,183
Previous $211 Million
3.53%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
446MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.52 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.8 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$914 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$800 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$676 Million25.33% of portfolio