Landmark Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Landmark Wealth Management, LLC
- $216 Million
- Q1 2024
A detailed history of Landmark Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 6,671 shares of SCHX stock, worth $436,817. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,671
Previous 6,904
3.37%
Holding current value
$436,817
Previous $389,000
6.43%
% of portfolio
0.19%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.39 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.3 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$832 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$689 Million24.51% of portfolio