Great Waters Wealth Management Schwab Strategic Tr Us Large C Transaction History
Great Waters Wealth Management
- $742 Billion
- Q3 2024
A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Great Waters Wealth Management holds 2,979 shares of SCHX stock, worth $70,453. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,979Holding current value
$70,453% of portfolio
0.03%Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,336Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.53 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
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Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
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Sei Investments CO Oaks, PA12.5MShares$296 Million1.17% of portfolio
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Hbk Sorce Advisory LLC Erie, PA10.6MShares$251 Million25.33% of portfolio