Code Waechter LLC Schwab Strategic Tr Us Large C Transaction History
Code Waechter LLC
- $122 Million
- Q1 2025
A detailed history of Code Waechter LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Code Waechter LLC holds 225,692 shares of SCHX stock, worth $5.67 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
225,692
Previous 218,649
3.22%
Holding current value
$5.67 Million
Previous $5.07 Million
1.68%
% of portfolio
4.1%
Previous 4.43%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,534Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\206MShares$5.19 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.08 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$874 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$830 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$785 Million9.64% of portfolio