Penobscot Wealth Management Schwab Strategic Tr Us Large C Transaction History
Penobscot Wealth Management
- $217 Million
- Q4 2024
A detailed history of Penobscot Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Penobscot Wealth Management holds 32,429 shares of SCHX stock, worth $773,431. This represents 0.35% of its overall portfolio holdings.
Number of Shares
32,429Holding current value
$773,431% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,419Shares Held
806MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.92 Billion6.33% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$767 Million29.48% of portfolio
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Creative Planning Overland Park, KS27.9MShares$666 Million1.88% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$611 Million18.81% of portfolio
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Sage Financial Group Inc24.9MShares$593 Million46.39% of portfolio