High Note Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
High Note Wealth, LLC
- $425 Million
- Q2 2025
A detailed history of High Note Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, High Note Wealth, LLC holds 3,312 shares of SCHX stock, worth $87,701. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,312
Previous 3,312
-0.0%
Holding current value
$87,701
Previous $73,000
9.59%
% of portfolio
0.02%
Previous 0.02%
Shares
1 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