Delap Wealth Advisory, LLC Schwab Strategic Tr Us Large C Transaction History
Delap Wealth Advisory, LLC
- $208 Billion
- Q2 2025
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 9,300 shares of SCHX stock, worth $243,288. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,300Holding current value
$243,288% of portfolio
0.11%Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,590Shares Held
1.14BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.4 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.13 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$941 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$891 Million29.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$863 Million9.79% of portfolio