Abound Wealth Management Schwab Strategic Tr Us Large C Transaction History
Abound Wealth Management
- $271 Billion
- Q2 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 258,239 shares of SCHX stock, worth $17.3 Million. This represents 6.12% of its overall portfolio holdings.
Number of Shares
258,239
Previous 261,424
1.22%
Holding current value
$17.3 Million
Previous $16.2 Billion
2.27%
% of portfolio
6.12%
Previous 6.18%
Shares
11 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.96 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.88 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$957 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$837 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$708 Million25.33% of portfolio