Basepoint Wealth LLC Schwab Strategic Tr Us Large C Transaction History
Basepoint Wealth LLC
- $141 Billion
- Q3 2025
A detailed history of Basepoint Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Basepoint Wealth LLC holds 18,442 shares of SCHX stock, worth $489,450. This represents 0.34% of its overall portfolio holdings.
Number of Shares
18,442
Previous 18,390
0.28%
Holding current value
$489,450
Previous $449 Million
8.08%
% of portfolio
0.34%
Previous 0.35%
Shares
5 transactions
Others Institutions Holding SCHX
# of Institutions
1,632Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio