Ball & CO Wealth Management Inc. Schwab Strategic Tr Us Large C Transaction History
Ball & CO Wealth Management Inc.
- $93.3 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,491Shares Held
1.11BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\217MShares$4.76 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.81 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$771 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$724 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$575 Million8.63% of portfolio