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 $2.99 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
127,667
Previous 105,790
20.68%
Holding current value
$2.99 Million
Previous $6.8 Billion
27.44%
% of portfolio
2.76%
Previous 2.51%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,335Shares Held
461MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.49 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$293 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$248 Million25.33% of portfolio