Bridge Generations Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Bridge Generations Wealth Management LLC
- $165 Billion
- Q2 2025
A detailed history of Bridge Generations Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 108 shares of SCHX stock, worth $2,725. This represents 0.0% of its overall portfolio holdings.
Number of Shares
108
Previous 1,592
93.22%
Holding current value
$2,725
Previous $35.1 Million
92.49%
% of portfolio
0.0%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,530Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\206MShares$5.21 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.09 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$878 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$834 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$788 Million9.64% of portfolio