Serenus Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Serenus Wealth Advisors, LLC
- $603 Billion
- Q1 2025
A detailed history of Serenus Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 44,687 shares of SCHX stock, worth $1.04 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
44,687
Previous 44,741
0.12%
Holding current value
$1.04 Million
Previous $834 Million
4.84%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,496Shares Held
1.14BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\217MShares$5.07 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$1.93 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$812 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$772 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$730 Million9.64% of portfolio