Quotient Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Quotient Wealth Partners, LLC
- $3.13 Trillion
- Q1 2025
A detailed history of Quotient Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 10,296 shares of SCHX stock, worth $235,984. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,296
Previous 10,472
1.68%
Holding current value
$235,984
Previous $243 Million
6.35%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,496Shares Held
1.14BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\217MShares$4.98 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$1.89 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$797 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$757 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$716 Million9.64% of portfolio