Abound Wealth Management Schwab Strategic Tr Us Large C Transaction History
Abound Wealth Management
- $399 Billion
- Q3 2025
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 789,205 shares of SCHX stock, worth $20.6 Million. This represents 5.2% of its overall portfolio holdings.
Number of Shares
789,205
Previous 785,387
0.49%
Holding current value
$20.6 Million
Previous $19.2 Billion
8.3%
% of portfolio
5.2%
Previous 5.42%
Shares
16 transactions
Others Institutions Holding SCHX
# of Institutions
1,572Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.4 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.13 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$941 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$891 Million29.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$863 Million9.79% of portfolio