Brass Tax Wealth Management, Inc Schwab Strategic Tr Us Large C Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 44,805 shares of SCHX stock, worth $1.07 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
44,805Holding current value
$1.07 Million% of portfolio
1.21%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,372Shares Held
463MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$670 Million1.88% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$614 Million18.81% of portfolio
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Sage Financial Group Inc24.9MShares$596 Million46.39% of portfolio
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Us Bancorp \De\20.6MShares$494 Million1.81% of portfolio
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Mercer Global Advisors Inc Denver, CO13.9MShares$334 Million2.07% of portfolio