Gray Wealth Management Inc. Schwab Strategic Tr Us Large C Transaction History
Gray Wealth Management Inc.
- $251 Million
- Q3 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 6,128 shares of SCHX stock, worth $146,152. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,128
Previous 6,328
3.16%
Holding current value
$146,152
Previous $406,000
2.22%
% of portfolio
0.17%
Previous 0.18%
Shares
11 transactions
Others Institutions Holding SCHX
# of Institutions
1,411Shares Held
764MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.92 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$666 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$611 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$593 Million46.39% of portfolio
-
Campbell Wealth Management15.8MShares$376 Million32.92% of portfolio