Divergent Wealth Advisors Schwab Strategic Tr Us Large C Transaction History
Divergent Wealth Advisors
- $517 Million
- Q2 2024
A detailed history of Divergent Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Divergent Wealth Advisors holds 3,629 shares of SCHX stock, worth $245,356. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,629
Previous 3,629
-0.0%
Holding current value
$245,356
Previous $225,000
3.56%
% of portfolio
0.05%
Previous 0.05%
Shares
4 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