Private Wealth Management Group, LLC Schwab Strategic Tr Us Large C Transaction History
Private Wealth Management Group, LLC
- $231 Billion
- Q2 2024
A detailed history of Private Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 5 shares of SCHX stock, worth $332. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5Holding current value
$332% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.9 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.87 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$951 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$832 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$704 Million25.33% of portfolio