Northwest Quadrant Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Northwest Quadrant Wealth Management, LLC
- $448 Million
- Q2 2025
A detailed history of Northwest Quadrant Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Northwest Quadrant Wealth Management, LLC holds 4,768,037 shares of SCHX stock, worth $127 Million. This represents 25.99% of its overall portfolio holdings.
Number of Shares
4,768,037
Previous 4,735,165
0.69%
Holding current value
$127 Million
Previous $105 Million
11.46%
% of portfolio
25.99%
Previous 24.54%
Shares
33 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.5 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.17 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$959 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$894 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$879 Million9.79% of portfolio