Global Wealth Management Investment Advisory, Inc. Schwab Strategic Tr Us Large C Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$26.61 - $40.52 $1,064 - $1,620	-40 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$34.42 - $38.54 $1,376 - $1,541	40 New	40 $3,000

Others Institutions Holding SCHX

# of Institutions

1,351

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

Creative Planning Overland Park, KS

27.9M
Shares

$648 Million
1.88% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

25.6M
Shares

$594 Million
18.81% of portfolio
Us Bancorp \De\

20.6M
Shares

$478 Million
1.81% of portfolio
Mercer Global Advisors Inc Denver, CO

13.9M
Shares

$323 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

12.4M
Shares

$287 Million
1.12% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.

Account