Mattern Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Mattern Wealth Management LLC
- $456 Million
- Q3 2025
A detailed history of Mattern Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mattern Wealth Management LLC holds 8,496 shares of SCHX stock, worth $225,483. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,496
Previous 8,496
-0.0%
Holding current value
$225,483
Previous $207,000
7.73%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,633Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio