Divergent Wealth Advisors Schwab Strategic Tr Us Large C Transaction History
Divergent Wealth Advisors
- $546 Million
- Q3 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 3,651 shares of SCHX stock, worth $96,897. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,651
Previous 3,629
0.61%
Holding current value
$96,897
Previous $233,000
6.01%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding SCHX
# of Institutions
1,616Shares Held
1.14BCall Options Held
58.5KPut Options Held
200-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio