Gray Wealth Management Inc. Schwab Strategic Tr Us Large C Transaction History
Gray Wealth Management Inc.
- $261 Million
- Q4 2024
A detailed history of Gray Wealth Management Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gray Wealth Management Inc. holds 18,771 shares of SCHX stock, worth $497,056. This represents 0.17% of its overall portfolio holdings.
Number of Shares
18,771
Previous 6,128
206.32%
Holding current value
$497,056
Previous $415,000
4.82%
% of portfolio
0.17%
Previous 0.17%
Shares
12 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.47 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.16 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$952 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$888 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$873 Million9.79% of portfolio