Congress Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Congress Wealth Management LLC holds 452,562 shares of SCHX stock, worth $10.8 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
452,562
Previous 459,845
1.58%
Holding current value
$10.8 Million
Previous $29.5 Million
3.93%
% of portfolio
0.43%
Previous 0.48%
Shares
12 transactions
Others Institutions Holding SCHX
# of Institutions
1,352Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$664 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$609 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$490 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$331 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$294 Million1.12% of portfolio