Legacy Wealth Management, Inc Schwab Strategic Tr Us Large C Transaction History
Legacy Wealth Management, Inc
- $1.38 Billion
- Q2 2024
A detailed history of Legacy Wealth Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 797,670 shares of SCHX stock, worth $53.9 Million. This represents 3.71% of its overall portfolio holdings.
Number of Shares
797,670
Previous 808,764
1.37%
Holding current value
$53.9 Million
Previous $50.2 Million
2.11%
% of portfolio
3.71%
Previous 3.7%
Shares
27 transactions
Others Institutions Holding SCHX
# of Institutions
1,314Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$968 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$847 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$716 Million25.33% of portfolio