Shakespeare Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Shakespeare Wealth Management, Inc.
- $371 Million
- Q2 2025
A detailed history of Shakespeare Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 16,694 shares of SCHX stock, worth $442,057. This represents 0.11% of its overall portfolio holdings.
Number of Shares
16,694Holding current value
$442,057% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.47 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.16 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$952 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$888 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$873 Million9.79% of portfolio