Loveless Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Loveless Wealth Management LLC
- $153 Million
- Q2 2022
A detailed history of Loveless Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Loveless Wealth Management LLC holds 20,614 shares of SCHX stock, worth $1.39 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
20,614
Previous 20,096
2.58%
Holding current value
$1.39 Million
Previous $1.08 Million
14.88%
% of portfolio
0.6%
Previous 0.61%
Shares
11 transactions
Others Institutions Holding SCHX
# of Institutions
1,316Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.9 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$963 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$843 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$713 Million25.33% of portfolio