Apcm Wealth Management For Individuals Schwab Strategic Tr Us Large C Transaction History
Apcm Wealth Management For Individuals
- $664 Million
- Q3 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 $65,649. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,732
Previous 2,732
-0.0%
Holding current value
$65,649
Previous $175,000
5.71%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,352Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$671 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$615 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$495 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$334 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$297 Million1.12% of portfolio