Gps Wealth Strategies Group, LLC Schwab Strategic Tr Us Large C Transaction History
Gps Wealth Strategies Group, LLC
- $653 Million
- Q2 2024
A detailed history of Gps Wealth Strategies Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 2,826 shares of SCHX stock, worth $64,998. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,826
Previous 2,641
7.0%
Holding current value
$64,998
Previous $163,000
11.04%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding SCHX
# of Institutions
1,323Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.43 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$642 Million1.88% of portfolio
-
Us Bancorp \De\14.3MShares$329 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$288 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$244 Million25.33% of portfolio