My Purposeful Wealth Corp. Schwab Strategic Tr Us Large C Transaction History
My Purposeful Wealth Corp.
- $209 Billion
- Q3 2024
A detailed history of My Purposeful Wealth Corp. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 38,685 shares of SCHX stock, worth $872,346. This represents 1.25% of its overall portfolio holdings.
Number of Shares
38,685
Previous 32,550
18.85%
Holding current value
$872,346
Previous $2.09 Billion
25.51%
% of portfolio
1.25%
Previous 1.08%
Shares
8 transactions
Others Institutions Holding SCHX
# of Institutions
1,335Shares Held
461MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.36 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$630 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$464 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$283 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$239 Million25.33% of portfolio