Aberdeen Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Aberdeen Wealth Management LLC
- $149 Million
- Q3 2024
A detailed history of Aberdeen Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aberdeen Wealth Management LLC holds 867 shares of SCHX stock, worth $20,677. This represents 0.04% of its overall portfolio holdings.
Number of Shares
867
Previous 867
-0.0%
Holding current value
$20,677
Previous $55,000
5.45%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,411Shares Held
764MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.92 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$666 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$611 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$593 Million46.39% of portfolio
-
Campbell Wealth Management15.8MShares$376 Million32.92% of portfolio