Colonial River Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Colonial River Wealth Management, LLC
- $201 Million
- Q3 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 3,004 shares of SCHX stock, worth $70,293. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,004Holding current value
$70,293% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$599 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio