Seven Springs Wealth Group, LLC Schwab Strategic Tr Us Large C Transaction History
Seven Springs Wealth Group, LLC
- $404 Million
- Q3 2025
A detailed history of Seven Springs Wealth Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 10,542 shares of SCHX stock, worth $284,423. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,542
Previous 10,542
-0.0%
Holding current value
$284,423
Previous $257,000
7.78%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,613Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.55 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.2 Billion1.72% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$938 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$918 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$847 Million0.92% of portfolio