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 $1.08 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
43,449
Previous 43,449
-0.0%
Holding current value
$1.08 Million
Previous $959 Million
10.78%
% of portfolio
0.47%
Previous 0.47%
Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,537Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\206MShares$5.14 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.06 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$865 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$834 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$777 Million9.64% of portfolio