Aj Wealth Strategies, LLC Schwab Strategic Tr Us Large C Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 3,792,444 shares of SCHX stock, worth $236 Million. This represents 9.6% of its overall portfolio holdings.
Number of Shares
3,792,444
Previous 3,528,797
7.47%
Holding current value
$236 Million
Previous $171 Million
16.36%
% of portfolio
9.6%
Previous 8.9%
Shares
27 transactions
Others Institutions Holding SCHX
# of Institutions
1,254Shares Held
427MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.08 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.14 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.77 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$791 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$656 Million24.51% of portfolio