Penobscot Wealth Management Schwab Strategic Tr Us Large C Transaction History
Penobscot Wealth Management
- $201 Million
- Q1 2025
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 23,221 shares of SCHX stock, worth $541,049. This represents 0.25% of its overall portfolio holdings.
Number of Shares
23,221
Previous 32,429
28.39%
Holding current value
$541,049
Previous $752,000
31.91%
% of portfolio
0.25%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,498Shares Held
1.15BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\217MShares$5.06 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$1.93 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$810 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$770 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$728 Million9.64% of portfolio