Destination Wealth Management Schwab Strategic Tr Us Large C Transaction History
Destination Wealth Management
- $3 Billion
- Q2 2024
A detailed history of Destination Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Destination Wealth Management holds 479,871 shares of SCHX stock, worth $32.4 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
479,871
Previous 534,367
10.2%
Holding current value
$32.4 Million
Previous $33.2 Million
7.03%
% of portfolio
1.03%
Previous 1.11%
Shares
29 transactions
Others Institutions Holding SCHX
# of Institutions
1,314Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$968 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$847 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$716 Million25.33% of portfolio