Abound Wealth Management Schwab Strategic Tr Us Large C Transaction History
Abound Wealth Management
- $301 Billion
- Q3 2024
A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Abound Wealth Management holds 254,338 shares of SCHX stock, worth $5.95 Million. This represents 5.73% of its overall portfolio holdings.
Number of Shares
254,338
Previous 258,239
1.51%
Holding current value
$5.95 Million
Previous $16.6 Billion
4.01%
% of portfolio
5.73%
Previous 6.12%
Shares
12 transactions
Others Institutions Holding SCHX
# of Institutions
1,336Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.49 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$293 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$248 Million25.33% of portfolio