Kwmg, LLC Schwab Strategic Tr Us Large C Transaction History
Kwmg, LLC
- $969 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,496Shares Held
1.15BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\217MShares$5.1 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$1.94 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$816 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$775 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$733 Million9.64% of portfolio