Angeles Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Angeles Wealth Management, LLC
- $1.2 Billion
- Q1 2025
A detailed history of Angeles Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 627 shares of SCHX stock, worth $13,750. This represents 0.0% of its overall portfolio holdings.
Number of Shares
627Holding current value
$13,750% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,493Shares Held
1.14BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\217MShares$4.76 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$1.81 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$763 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$724 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$685 Million9.64% of portfolio