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 $983,917. This represents 1.21% of its overall portfolio holdings.
Number of Shares
44,805Holding current value
$983,917% of portfolio
1.21%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,477Shares Held
1.09BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.53 Billion6.33% of portfolio
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Creative Planning Overland Park, KS82.5MShares$1.81 Billion1.86% of portfolio
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Sei Investments CO Oaks, PA35.2MShares$772 Million1.08% of portfolio
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Hbk Sorce Advisory LLC Erie, PA32.1MShares$706 Million29.48% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$576 Million8.63% of portfolio