Kathleen S. Wright Associates Inc. Schwab Strategic Tr Us Large C Transaction History
Kathleen S. Wright Associates Inc.
- $246 Million
- Q3 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 1,506 shares of SCHX stock, worth $34,863. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,506
Previous 1,337
12.64%
Holding current value
$34,863
Previous $85,000
20.0%
% of portfolio
0.04%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding SCHX
# of Institutions
1,354Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$646 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$593 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$477 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$322 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$286 Million1.12% of portfolio