Aprio Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Aprio Wealth Management, LLC
- $514 Million
- Q2 2024
A detailed history of Aprio Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 6,520 shares of SCHX stock, worth $438,665. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,520
Previous 6,520
-0.0%
Holding current value
$438,665
Previous $404,000
3.47%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,316Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.9 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$963 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$843 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$713 Million25.33% of portfolio