Ptm Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Ptm Wealth Management, LLC
- $95.1 Billion
- Q1 2025
A detailed history of Ptm Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 12,369 shares of SCHX stock, worth $292,032. This represents 0.25% of its overall portfolio holdings.
Number of Shares
12,369Holding current value
$292,032% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,500Shares Held
1.15BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\217MShares$5.13 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$1.95 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$821 Million1.02% of portfolio
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Hbk Sorce Advisory LLC Erie, PA33MShares$780 Million28.87% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$738 Million9.64% of portfolio