Kondo Wealth Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Kondo Wealth Advisors, Inc.
- $226 Billion
- Q2 2025
A detailed history of Kondo Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kondo Wealth Advisors, Inc. holds 43,449 shares of SCHX stock, worth $1.16 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
43,449
Previous 43,449
-0.0%
Holding current value
$1.16 Million
Previous $959 Million
10.78%
% of portfolio
0.47%
Previous 0.47%
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$5.5 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.17 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$959 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$894 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$879 Million9.79% of portfolio