Long View Wealth Management Schwab Strategic Tr Us Large C Transaction History
Long View Wealth Management
- $313 Billion
- Q3 2024
A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Long View Wealth Management holds 127,667 shares of SCHX stock, worth $3.02 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
127,667
Previous 105,790
20.68%
Holding current value
$3.02 Million
Previous $6.8 Billion
27.44%
% of portfolio
2.76%
Previous 2.51%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,352Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$606 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$329 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio