Mkd Wealth Coaches, LLC Schwab Strategic Tr Us Large C Transaction History
Mkd Wealth Coaches, LLC
- $98.8 Billion
- Q4 2024
A detailed history of Mkd Wealth Coaches, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mkd Wealth Coaches, LLC holds 12,278 shares of SCHX stock, worth $293,198. This represents 0.29% of its overall portfolio holdings.
Number of Shares
12,278
Previous 1,944
531.58%
Holding current value
$293,198
Previous $221,000
128683.71%
% of portfolio
0.29%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,386Shares Held
519MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.93 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$667 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$612 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$594 Million46.39% of portfolio
-
Campbell Wealth Management15.8MShares$377 Million32.92% of portfolio