Altium Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Altium Wealth Management LLC
- $1.39 Billion
- Q2 2022
A detailed history of Altium Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Altium Wealth Management LLC holds 34,053 shares of SCHX stock, worth $2.23 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
34,053
Previous 28,467
19.62%
Holding current value
$2.23 Million
Previous $1.53 Million
0.78%
% of portfolio
0.11%
Previous 0.1%
Shares
12 transactions
Others Institutions Holding SCHX
# of Institutions
1,264Shares Held
427MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.4 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.31 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$833 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$690 Million24.51% of portfolio