Bip Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Bip Wealth, LLC
- $2.72 Billion
- Q3 2025
A detailed history of Bip Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bip Wealth, LLC holds 12,914 shares of SCHX stock, worth $342,737. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,914
Previous 12,873
0.32%
Holding current value
$342,737
Previous $315 Million
99.89%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,633Shares 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