49 Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
49 Wealth Management, LLC
- $939 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,565Shares Held
1.14BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.38 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.13 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$937 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$873 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$859 Million9.79% of portfolio