Fsm Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Fsm Wealth Advisors, LLC
- $281 Million
- Q1 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 13,758 shares of SCHX stock, worth $901,974. This represents 0.3% of its overall portfolio holdings.
Number of Shares
13,758
Previous 14,644
6.05%
Holding current value
$901,974
Previous $825,000
3.39%
% of portfolio
0.3%
Previous 0.35%
Shares
8 transactions
Others Institutions Holding SCHX
# of Institutions
1,261Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.4 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.31 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$833 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$690 Million24.51% of portfolio