Private Wealth Management Group, LLC Schwab Strategic Tr Us Large C Transaction History
Private Wealth Management Group, LLC
- $271 Billion
- Q1 2025
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 1,422 shares of SCHX stock, worth $33,132. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,422
Previous 1,422
-0.0%
Holding current value
$33,132
Previous $33 Million
4.74%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,497Shares 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