Cwc Advisors, Llc. Schwab Strategic Tr Us Large C Transaction History

Cwc Advisors, Llc.

$101 Billion
Q3 2024

A detailed history of Cwc Advisors, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cwc Advisors, Llc. holds 20,374 shares of SCHX stock, worth $476,751. This represents 1.37% of its overall portfolio holdings.

Number of Shares

20,374

Holding current value

$476,751

% of portfolio

1.37%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$61.11 - $67.85 $1.25 Million - $1.38 Million	20,374 New	20,374 $1.38 Billion

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

Creative Planning Overland Park, KS

27.9M
Shares

$653 Million
1.88% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

25.6M
Shares

$599 Million
18.81% of portfolio
Us Bancorp \De\

20.6M
Shares

$482 Million
1.81% of portfolio
Mercer Global Advisors Inc Denver, CO

13.9M
Shares

$326 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

12.4M
Shares

$289 Million
1.12% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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