Cadence Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Cadence Wealth Management LLC
- $97.1 Million
- Q1 2024
A detailed history of Cadence Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cadence Wealth Management LLC holds 3,448 shares of SCHX stock, worth $221,534. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,448Holding current value
$221,534% of portfolio
0.22%Shares
7 transactions
Others Institutions Holding SCHX
# of Institutions
1,257Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.27 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.24 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.82 Billion1.95% of portfolio
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Sei Investments CO Oaks, PA12.7MShares$816 Million1.18% of portfolio
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Hbk Sorce Advisory LLC Erie, PA10.5MShares$676 Million24.51% of portfolio