Bt Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Bt Wealth Management LLC
- $356 Million
- Q2 2022
A detailed history of Bt Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bt Wealth Management LLC holds 30,343 shares of SCHX stock, worth $1.97 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
30,343
Previous 30,343
-0.0%
Holding current value
$1.97 Million
Previous $1.37 Million
0.95%
% of portfolio
0.38%
Previous 0.37%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
446MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.68 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.83 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$930 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$814 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$688 Million25.33% of portfolio