High Net Worth Advisory Group LLC Schwab Strategic Tr Us Large C Transaction History
High Net Worth Advisory Group LLC
- $345 Million
- Q4 2024
A detailed history of High Net Worth Advisory Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 8,727 shares of SCHX stock, worth $191,644. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,727Holding current value
$191,644% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,479Shares Held
1.08BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.53 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.81 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$772 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$706 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$576 Million8.63% of portfolio