Mc Glone Suttner Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Mc Glone Suttner Wealth Management, Inc.
- $609 Billion
- Q1 2025
A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 2,018,017 shares of SCHX stock, worth $47 Million. This represents 7.31% of its overall portfolio holdings.
Number of Shares
2,018,017
Previous 2,003,808
0.71%
Holding current value
$47 Million
Previous $46.4 Billion
4.07%
% of portfolio
7.31%
Previous 7.75%
Shares
10 transactions
Others Institutions Holding SCHX
# of Institutions
1,500Shares 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