Seaside Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Seaside Wealth Management, Inc.
- $336 Million
- Q3 2025
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 $420,712. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,852
Previous 15,852
-0.0%
Holding current value
$420,712
Previous $387,000
7.75%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,631Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio