Martel Wealth Advisors Inc Schwab Strategic Tr Us Large C Transaction History
Martel Wealth Advisors Inc
- $489 Billion
- Q3 2024
A detailed history of Martel Wealth Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 7,175 shares of SCHX stock, worth $165,599. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,175
Previous 7,676
6.53%
Holding current value
$165,599
Previous $493 Million
1.38%
% of portfolio
0.1%
Previous 0.11%
Shares
25 transactions
Others Institutions Holding SCHX
# of Institutions
1,323Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.44 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$644 Million1.88% of portfolio
-
Us Bancorp \De\14.3MShares$330 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$289 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$244 Million25.33% of portfolio