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 $715,766. This represents 0.32% of its overall portfolio holdings.

Number of Shares
10,778
Holding current value
$715,766
% of portfolio
0.32%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$58.7 - $64.78 $632,668 - $698,198
10,778 New
10,778 $692 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Delap Wealth Advisory, LLC Portfolio

Follow Delap Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Delap Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delap Wealth Advisory, LLC with notifications on news.