Bdo Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Bdo Wealth Advisors, LLC
- $867 Million
- Q2 2023
A detailed history of Bdo Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 1,453 shares of SCHX stock, worth $35,598. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,453
Previous 1,820
20.16%
Holding current value
$35,598
Previous $88,000
13.64%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding SCHX
# of Institutions
1,499Shares Held
1.15BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\217MShares$5.32 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.03 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$852 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$809 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$765 Million9.64% of portfolio