Future Financial Wealth Managment LLC Schwab Strategic Tr Us Large C Transaction History
Future Financial Wealth Managment LLC
- $157 Million
- Q3 2025
A detailed history of Future Financial Wealth Managment LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 4,500 shares of SCHX stock, worth $117,720. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,500
Previous 4,500
-0.0%
Holding current value
$117,720
Previous $109,000
8.26%
% of portfolio
0.08%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding SCHX
# of Institutions
1,571Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.4 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.13 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$941 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$891 Million29.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$863 Million9.79% of portfolio