Ashton Thomas Private Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Ashton Thomas Private Wealth, LLC
- $1.9 Trillion
- Q3 2024
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,340Shares Held
331MCall Options Held
24.7KPut Options Held
3.6K-
Creative Planning Overland Park, KS27.9MShares$661 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$606 Million18.81% of portfolio
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Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$252 Million28.24% of portfolio