Smart Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Smart Wealth LLC

$279 Billion
Q1 2025

A detailed history of Smart Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Smart Wealth LLC holds 14,368 shares of SCHX stock, worth $352,016. This represents 0.11% of its overall portfolio holdings.

Number of Shares

14,368

Holding current value

$352,016

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$21.75 - $24.28 $312,504 - $348,855	14,368 New	14,368 $317 Million

Others Institutions Holding SCHX

# of Institutions

1,499

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

Us Bancorp \De\

217M
Shares

$5.32 Billion
6.48% of portfolio
Creative Planning Overland Park, KS

82.7M
Shares

$2.03 Billion
1.72% of portfolio
Sei Investments CO Oaks, PA

34.8M
Shares

$852 Million
1.02% of portfolio
Hbk Sorce Advisory LLC Erie, PA

33M
Shares

$809 Million
28.87% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

31.2M
Shares

$765 Million
9.64% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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