Minich Mac Gregor Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Minich Mac Gregor Wealth Management, LLC
- $392 Million
- Q2 2024
A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 98,825 shares of SCHX stock, worth $6.42 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
98,825
Previous 99,400
0.58%
Holding current value
$6.42 Million
Previous $6.17 Million
2.93%
% of portfolio
1.62%
Previous 1.59%
Shares
34 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
446MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.68 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.83 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$930 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$814 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$688 Million25.33% of portfolio