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 $10.7 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
452,562
Previous 459,845
1.58%
Holding current value
$10.7 Million
Previous $29.5 Million
3.93%
% of portfolio
0.43%
Previous 0.48%
Shares
12 transactions
Others Institutions Holding SCHX
# of Institutions
1,347Shares Held
332MCall Options Held
24.7KPut Options Held
3.6K-
Creative Planning Overland Park, KS27.9MShares$661 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$606 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$252 Million28.24% of portfolio