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 $705,330. This represents 0.35% of its overall portfolio holdings.
Number of Shares
32,429Holding current value
$705,330% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,476Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.49 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.79 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$765 Million1.08% of portfolio
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Hbk Sorce Advisory LLC Erie, PA32.1MShares$699 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$571 Million8.63% of portfolio