Seaside Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Seaside Wealth Management, Inc.
- $280 Million
- Q1 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 $369,351. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,852
Previous 15,852
-0.0%
Holding current value
$369,351
Previous $367,000
4.63%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,500Shares Held
1.15BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\217MShares$5.06 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