Delap Wealth Advisory, LLC Schwab Strategic Tr Us Large C Transaction History
Delap Wealth Advisory, LLC
- $217 Billion
- Q2 2024
A detailed history of Delap Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 10,778 shares of SCHX stock, worth $243,043. This represents 0.32% of its overall portfolio holdings.
Number of Shares
10,778Holding current value
$243,043% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,335Shares Held
461MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.36 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$630 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$464 Million1.81% of portfolio
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Sei Investments CO Oaks, PA12.5MShares$283 Million1.17% of portfolio
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Hbk Sorce Advisory LLC Erie, PA10.6MShares$239 Million25.33% of portfolio