Seaside Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Seaside Wealth Management, Inc.
- $273 Million
- Q4 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 15,852 shares of SCHX stock, worth $375,850. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,852
Previous 5,284
200.0%
Holding current value
$375,850
Previous $358,000
2.51%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,355Shares Held
389MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$662 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$607 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$488 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$330 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$293 Million1.12% of portfolio