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 $243,539. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,135
Previous 9,135
-0.0%
Holding current value
$243,539
Previous $478,000
3.35%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.5 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.17 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$959 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$894 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$879 Million9.79% of portfolio