Nova R Wealth, Inc. Schwab Strategic Tr Us Large C Transaction History
Nova R Wealth, Inc.
- $184 Million
- Q1 2024
A detailed history of Nova R Wealth, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Nova R Wealth, Inc. holds 85,031 shares of SCHX stock, worth $5.63 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
85,031Holding current value
$5.63 Million% of portfolio
2.87%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.47 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.34 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.88 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$841 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$697 Million24.51% of portfolio