Grey Fox Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Grey Fox Wealth Advisors, LLC
- $491 Billion
- Q3 2025
A detailed history of Grey Fox Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 1,856 shares of SCHX stock, worth $49,239. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,856Holding current value
$49,239% of portfolio
0.01%Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,602Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.48 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.16 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$954 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$875 Million9.79% of portfolio