Madison Wealth Management Schwab Strategic Tr Us Large C Transaction History
Madison Wealth Management
- $449 Million
- Q3 2023
A detailed history of Madison Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Madison Wealth Management holds 9,135 shares of SCHX stock, worth $212,845. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,135
Previous 9,135
-0.0%
Holding current value
$212,845
Previous $478,000
3.35%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,497Shares Held
1.15BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\217MShares$5.06 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$1.93 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$810 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$770 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$728 Million9.64% of portfolio