Apcm Wealth Management For Individuals Schwab Strategic Tr Us Large C Transaction History
Apcm Wealth Management For Individuals
- $644 Million
- Q2 2024
A detailed history of Apcm Wealth Management For Individuals transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Apcm Wealth Management For Individuals holds 2,732 shares of SCHX stock, worth $61,606. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,732
Previous 2,736
0.15%
Holding current value
$61,606
Previous $169,000
3.55%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,333Shares Held
461MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.36 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$630 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$464 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$283 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$239 Million25.33% of portfolio